Hurlow Wealth Management Group’s Walmart WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.18M	Hold	22,311	–	–	0.62%	28
2025 Q1	$1.96M	Buy	22,311 +1,671	+8%	+$147K	0.61%	28
2024 Q4	$1.86M	Sell	20,640 -55	-0.3%	-$4.97K	0.58%	27
2024 Q3	$1.67M	Buy	20,695 +72	+0.3%	+$5.81K	0.52%	30
2024 Q2	$1.4M	Sell	20,623 -83	-0.4%	-$5.62K	0.48%	32
2024 Q1	$1.25M	Hold	20,706	–	–	0.44%	35
2023 Q4	$1.09M	Sell	20,706 -192	-0.9%	-$10.1K	0.41%	34
2023 Q3	$1.11M	Hold	20,898	–	–	0.48%	32
2023 Q2	$1.09M	Buy	20,898 +9	+0%	+$472	0.47%	33
2023 Q1	$1.03M	Sell	20,889 -3	-0%	-$147	0.47%	34
2022 Q4	$987K	Buy	20,892 +15	+0.1%	+$709	0.51%	35
2022 Q3	$903K	Sell	20,877 -180	-0.9%	-$7.79K	0.53%	31
2022 Q2	$853K	Sell	21,057 -201	-0.9%	-$8.14K	0.49%	32
2022 Q1	$1.06M	Buy	21,258 +477	+2%	+$23.7K	0.65%	29
2021 Q4	$973K	Hold	20,781	–	–	0.76%	24
2021 Q3	$965K	Hold	20,781	–	–	0.57%	29
2021 Q2	$977K	Sell	20,781 -36	-0.2%	-$1.69K	0.64%	26
2021 Q1	$943K	Buy	20,817 +36	+0.2%	+$1.63K	0.68%	26
2020 Q4	$999K	Hold	20,781	–	–	0.78%	23
2020 Q3	$969K	Hold	20,781	–	–	0.89%	22
2020 Q2	$897K	Sell	20,781 -24	-0.1%	-$1.04K	0.87%	21
2020 Q1	$893K	Sell	20,805 -120	-0.6%	-$5.15K	0.96%	22
2019 Q4	$801K	Hold	20,925	–	–	0.78%	26
2019 Q3	$831K	Hold	20,925	–	–	0.88%	22
2019 Q2	$803K	Sell	20,925 -120	-0.6%	-$4.61K	0.84%	25
2019 Q1	$721K	Sell	21,045 -267	-1%	-$9.15K	0.77%	29
2018 Q4	$690K	Buy	+21,312	New	+$690K	0.83%	29