Hixon Zuercher’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.39M | Sell |
55,083
-92
| -0.2% | -$9K | 1.74% | 21 |
|
|
2025
Q1 | $4.84M | Sell |
55,175
-20,281
| -27% | -$1.78M | 1.71% | 21 |
|
|
2024
Q4 | $6.82M | Sell |
75,456
-2,651
| -3% | -$240K | 2.62% | 12 |
|
|
2024
Q3 | $6.31M | Sell |
78,107
-1,474
| -2% | -$119K | 2.47% | 14 |
|
|
2024
Q2 | $5.39M | Sell |
79,581
-5,252
| -6% | -$356K | 2.27% | 18 |
|
|
2024
Q1 | $5.1M | Buy |
84,833
+2,363
| +3% | +$142K | 2.16% | 19 |
|
|
2023
Q4 | $4.33M | Sell |
82,470
-23,316
| -22% | -$1.23M | 2.01% | 23 |
|
|
2023
Q3 | $5.64M | Sell |
105,786
-12,240
| -10% | -$653K | 2.96% | 13 |
|
|
2023
Q2 | $6.18M | Buy |
118,026
+1,272
| +1% | +$66.6K | 3.11% | 12 |
|
|
2023
Q1 | $5.74M | Buy |
116,754
+5,196
| +5% | +$255K | 3.4% | 10 |
|
|
2022
Q4 | $5.27M | Buy |
111,558
+2,943
| +3% | +$139K | 3.25% | 9 |
|
|
2022
Q3 | $4.7M | Buy |
108,615
+10,377
| +11% | +$449K | 3% | 12 |
|
|
2022
Q2 | $3.98M | Buy |
98,238
+2,556
| +3% | +$104K | 2.58% | 15 |
|
|
2022
Q1 | $4.75M | Buy |
95,682
+1,767
| +2% | +$87.7K | 2.55% | 12 |
|
|
2021
Q4 | $4.53M | Buy |
93,915
+4,296
| +5% | +$207K | 2.28% | 15 |
|
|
2021
Q3 | $4.16M | Buy |
89,619
+1,353
| +2% | +$62.9K | 2.43% | 16 |
|
|
2021
Q2 | $4.15M | Sell |
88,266
-15,558
| -15% | -$731K | 2.5% | 13 |
|
|
2021
Q1 | $4.7M | Sell |
103,824
-15,285
| -13% | -$692K | 3.11% | 14 |
|
|
2020
Q4 | $5.72M | Buy |
119,109
+240
| +0.2% | +$11.5K | 3.99% | 8 |
|
|
2020
Q3 | $5.54M | Buy |
118,869
+1,824
| +2% | +$85.1K | 4.26% | 6 |
|
|
2020
Q2 | $4.67M | Buy |
117,045
+8,517
| +8% | +$340K | 4.02% | 8 |
|
|
2020
Q1 | $4.11M | Buy |
108,528
+31,563
| +41% | +$1.2M | 5.92% | 6 |
|
|
2019
Q4 | $3.05M | Buy |
+76,965
| New | +$3.05M | 2.9% | 14 |
|