Harvey Capital 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 | $4.61M | Hold |
46,950
| – | – | 1.08% | 26 |
|
|
2025
Q1 | $4.12M | Hold |
46,950
| – | – | 1.08% | 32 |
|
|
2024
Q4 | $4.24M | Sell |
46,950
-3,000
| -6% | -$271K | 1% | 31 |
|
|
2024
Q3 | $4.03M | Hold |
49,950
| – | – | 1.01% | 32 |
|
|
2024
Q2 | $3.38M | Hold |
49,950
| – | – | 0.89% | 32 |
|
|
2024
Q1 | $3.01M | Hold |
49,950
| – | – | 0.88% | 31 |
|
|
2023
Q4 | $2.62M | Hold |
49,950
| – | – | 0.87% | 31 |
|
|
2023
Q3 | $2.66M | Hold |
49,950
| – | – | 0.94% | 30 |
|
|
2023
Q2 | $2.62M | Hold |
49,950
| – | – | 0.96% | 29 |
|
|
2023
Q1 | $2.46M | Hold |
49,950
| – | – | 0.97% | 30 |
|
|
2022
Q4 | $2.36M | Sell |
49,950
-1,200
| -2% | -$56.7K | 0.99% | 30 |
|
|
2022
Q3 | $2.21M | Buy |
51,150
+1,200
| +2% | +$51.9K | 0.96% | 32 |
|
|
2022
Q2 | $2.02M | Sell |
49,950
-1,500
| -3% | -$60.8K | 0.79% | 44 |
|
|
2022
Q1 | $2.55M | Hold |
51,450
| – | – | 0.79% | 37 |
|
|
2021
Q4 | $2.48M | Hold |
51,450
| – | – | 0.77% | 41 |
|
|
2021
Q3 | $2.39M | Hold |
51,450
| – | – | 0.82% | 38 |
|
|
2021
Q2 | $2.42M | Sell |
51,450
-7,500
| -13% | -$352K | 0.8% | 39 |
|
|
2021
Q1 | $2.67M | Buy |
58,950
+300
| +0.5% | +$13.6K | 0.97% | 38 |
|
|
2020
Q4 | $2.82M | Hold |
58,650
| – | – | 1.14% | 32 |
|
|
2020
Q3 | $2.74M | Buy |
+58,650
| New | +$2.74M | 1.22% | 32 |
|