J. Goldman & Co’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,453
| Closed | -$1.01M | – | 496 |
|
|
2025
Q1 | $1.01M | Sell |
11,453
-26,665
| -70% | -$2.34M | 0.02% | 237 |
|
|
2024
Q4 | $3.44M | Buy |
38,118
+34,270
| +891% | +$3.1M | 0.09% | 171 |
|
|
2024
Q3 | $311K | Sell |
3,848
-64,390
| -94% | -$5.2M | 0.01% | 275 |
|
|
2024
Q2 | $4.62M | Buy |
68,238
+38,097
| +126% | +$2.58M | 0.13% | 127 |
|
|
2024
Q1 | $1.81M | Buy |
+30,141
| New | +$1.81M | 0.06% | 157 |
|
|
2023
Q1 | – | Sell |
-487,056
| Closed | -$23M | – | 393 |
|
|
2022
Q4 | $23M | Buy |
487,056
+358,155
| +278% | +$16.9M | 1.13% | 14 |
|
|
2022
Q3 | $5.57M | Buy |
+128,901
| New | +$5.57M | 0.27% | 74 |
|
|
2022
Q1 | – | Sell |
-602,409
| Closed | -$29.1M | – | 346 |
|
|
2021
Q4 | $29.1M | Buy |
+602,409
| New | +$29.1M | 1.6% | 4 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 379 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 429 |
|
|
2020
Q2 | – | Sell |
-226,974
| Closed | -$8.6M | – | 277 |
|
|
2020
Q1 | $8.6M | Buy |
+226,974
| New | +$8.6M | 1.04% | 16 |
|
|
2019
Q1 | – | Sell |
-561,939
| Closed | -$17.4M | – | 237 |
|
|
2018
Q4 | $17.4M | Buy |
+561,939
| New | +$17.4M | 1.35% | 7 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 329 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 296 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 310 |
|
|
2015
Q2 | – | Sell |
-405,000
| Closed | -$11.1M | – | 252 |
|
|
2015
Q1 | $11.1M | Buy |
+405,000
| New | +$11.1M | 0.69% | 20 |
|
|
2013
Q4 | – | Sell |
-90,000
| Closed | -$2.22M | – | 214 |
|
|
2013
Q3 | $2.22M | Buy |
+90,000
| New | +$2.22M | 0.21% | 84 |
|