Heron Bay Capital Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Hold |
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|
2025
Q1 | $251K | Hold |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $239K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $355K | Hold |
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|
2022
Q2 | $333K | Sell |
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|
2022
Q1 | $514K | Sell |
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|
2021
Q4 | $499K | Sell |
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|
2021
Q3 | $494K | Sell |
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|
2021
Q2 | $1.87M | Sell |
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|
2021
Q1 | $2.53M | Buy |
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|
2020
Q4 | $2.63M | Buy |
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