Hartford Financial Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Hold |
16,110
| – | – | 0.43% | 61 |
|
|
2025
Q1 | $1.41M | Hold |
16,110
| – | – | 0.29% | 91 |
|
|
2024
Q4 | $1.46M | Sell |
16,110
-12
| -0.1% | -$1.08K | 0.3% | 95 |
|
|
2024
Q3 | $1.3M | Hold |
16,122
| – | – | 0.27% | 101 |
|
|
2024
Q2 | $1.09M | Sell |
16,122
-807
| -5% | -$54.6K | 0.23% | 106 |
|
|
2024
Q1 | $1.02M | Hold |
16,929
| – | – | 0.22% | 107 |
|
|
2023
Q4 | $890K | Sell |
16,929
-2,106
| -11% | -$111K | 0.2% | 113 |
|
|
2023
Q3 | $1.01M | Sell |
19,035
-627
| -3% | -$33.4K | 0.26% | 110 |
|
|
2023
Q2 | $1.03M | Sell |
19,662
-18,834
| -49% | -$987K | 0.25% | 110 |
|
|
2023
Q1 | $1.89M | Sell |
38,496
-432
| -1% | -$21.2K | 0.49% | 71 |
|
|
2022
Q4 | $1.84M | Sell |
38,928
-3,078
| -7% | -$145K | 0.49% | 71 |
|
|
2022
Q3 | $1.82M | Buy |
42,006
+492
| +1% | +$21.3K | 0.53% | 66 |
|
|
2022
Q2 | $1.68M | Sell |
41,514
-1,491
| -3% | -$60.4K | 0.47% | 74 |
|
|
2022
Q1 | $2.14M | Buy |
43,005
+336
| +0.8% | +$16.7K | 0.52% | 68 |
|
|
2021
Q4 | $2.06M | Sell |
42,669
-18
| -0% | -$868 | 0.48% | 75 |
|
|
2021
Q3 | $1.98M | Buy |
42,687
+954
| +2% | +$44.3K | 0.5% | 75 |
|
|
2021
Q2 | $1.96M | Buy |
41,733
+1,479
| +4% | +$69.5K | 0.49% | 78 |
|
|
2021
Q1 | $1.82M | Buy |
40,254
+1,356
| +3% | +$61.4K | 0.45% | 79 |
|
|
2020
Q4 | $1.87M | Buy |
38,898
+300
| +0.8% | +$14.4K | 0.5% | 73 |
|
|
2020
Q3 | $1.8M | Buy |
38,598
+1,326
| +4% | +$61.8K | 0.53% | 69 |
|
|
2020
Q2 | $1.49M | Buy |
37,272
+8,832
| +31% | +$353K | 0.48% | 77 |
|
|
2020
Q1 | $1.08M | Buy |
28,440
+2,760
| +11% | +$105K | 0.43% | 80 |
|
|
2019
Q4 | $1.02M | Buy |
25,680
+4,941
| +24% | +$196K | 0.32% | 96 |
|
|
2019
Q3 | $820K | Buy |
20,739
+186
| +0.9% | +$7.35K | 0.27% | 103 |
|
|
2019
Q2 | $757K | Buy |
20,553
+228
| +1% | +$8.4K | 0.25% | 103 |
|
|
2019
Q1 | $661K | Buy |
20,325
+1,287
| +7% | +$41.9K | 0.23% | 103 |
|
|
2018
Q4 | $591K | Buy |
19,038
+810
| +4% | +$25.1K | 0.23% | 105 |
|
|
2018
Q3 | $571K | Buy |
18,228
+348
| +2% | +$10.9K | 0.19% | 110 |
|
|
2018
Q2 | $510K | Buy |
17,880
+2,922
| +20% | +$83.3K | 0.18% | 114 |
|
|
2018
Q1 | $443K | Buy |
14,958
+825
| +6% | +$24.4K | 0.22% | 86 |
|
|
2017
Q4 | $465K | Sell |
14,133
-5,700
| -29% | -$188K | 0.23% | 86 |
|
|
2017
Q3 | $516K | Buy |
19,833
+1,350
| +7% | +$35.1K | 0.26% | 86 |
|
|
2017
Q2 | $466K | Buy |
18,483
+8,100
| +78% | +$204K | 0.21% | 96 |
|
|
2017
Q1 | $249K | Buy |
10,383
+600
| +6% | +$14.4K | 0.15% | 111 |
|
|
2016
Q4 | $225K | Buy |
9,783
+3,000
| +44% | +$69K | 0.13% | 111 |
|
|
2016
Q3 | $163K | Buy |
6,783
+255
| +4% | +$6.13K | 0.1% | 126 |
|
|
2016
Q2 | $158K | Sell |
6,528
-3,255
| -33% | -$78.8K | 0.1% | 123 |
|
|
2016
Q1 | $223K | Buy |
9,783
+255
| +3% | +$5.81K | 0.14% | 101 |
|
|
2015
Q4 | $194K | Buy |
9,528
+2,400
| +34% | +$48.9K | 0.12% | 109 |
|
|
2015
Q3 | $154K | Hold |
7,128
| – | – | 0.1% | 114 |
|
|
2015
Q2 | $168K | Sell |
7,128
-300
| -4% | -$7.07K | 0.1% | 116 |
|
|
2015
Q1 | $203K | Buy |
7,428
+3,000
| +68% | +$82K | 0.12% | 105 |
|
|
2014
Q4 | $126K | Hold |
4,428
| – | – | 0.08% | 119 |
|
|
2014
Q3 | $112K | Sell |
4,428
-300
| -6% | -$7.59K | 0.07% | 129 |
|
|
2014
Q2 | $118K | Sell |
4,728
-600
| -11% | -$15K | 0.07% | 125 |
|
|
2014
Q1 | $135K | Hold |
5,328
| – | – | 0.09% | 116 |
|
|
2013
Q4 | $139K | Sell |
5,328
-1,200
| -18% | -$31.3K | 0.09% | 118 |
|
|
2013
Q3 | $160K | Hold |
6,528
| – | – | 0.11% | 112 |
|
|
2013
Q2 | $162K | Buy |
+6,528
| New | +$162K | 0.11% | 112 |
|