HBC Financial Services’s Walmart Inc WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$498K	Hold	5,500	–	–	0.31%	19
2024 Q3	$447K	Hold	5,500	–	–	0.27%	22
2024 Q2	$383K	Sell	5,500 -500	-8%	-$31.5K	0.24%	20
2024 Q1	$353K	Hold	6,000	–	–	0.24%	20
2023 Q4	$315K	Buy	6,000 +3,000	+100%	+$159K	0.21%	22
2023 Q3	$29K	Sell	3,000 -3,000	-50%	-$160K	0.02%	78
2023 Q2	$309K	Sell	6,000 -555	-8%	-$28K	0.22%	22
2023 Q1	$326K	Hold	6,555	–	–	0.24%	21
2022 Q4	$314K	Buy	6,555 +5,655	+628%	+$269K	0.25%	20
2022 Q3	$48K	Hold	900	–	–	0.04%	60
2022 Q2	$45K	Hold	900	–	–	0.04%	66
2022 Q1	$49K	Hold	900	–	–	0.04%	62
2021 Q4	$50K	Sell	900 -63	-7%	-$3.01K	0.03%	63
2021 Q3	$49K	Hold	963	–	–	0.03%	58
2021 Q2	$46K	Sell	963 -6,417	-87%	-$299K	0.03%	67
2021 Q1	$343K	Sell	7,380 -390	-5%	-$18.1K	0.24%	21
2020 Q4	$380K	Buy	7,770 +285	+4%	+$13.8K	0.29%	18
2020 Q3	$364K	Buy	7,485 +375	+5%	+$16.7K	0.31%	17
2020 Q2	$313K	Hold	7,110	–	–	0.28%	18
2020 Q1	$269K	Hold	7,110	–	–	0.3%	16
2019 Q4	$279K	Buy	+7,110	New	+$282K	0.24%	19