J.M. Forbes & Co’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $20.6M | Buy |
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|
2025
Q3 | $19M | Buy |
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|
2025
Q2 | $17.9M | Buy |
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|
2025
Q1 | $16M | Buy |
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|
2024
Q4 | $16.1M | Sell |
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|
2024
Q3 | $18.6M | Sell |
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|
2024
Q2 | $15.8M | Buy |
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|
2024
Q1 | $13.7M | Sell |
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|
2023
Q4 | $12.2M | Buy |
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|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $11.8M | Sell |
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|
2023
Q1 | $12.5M | Buy |
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|
2022
Q4 | $11.8M | Sell |
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|
2022
Q3 | $10.8M | Buy |
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|
2022
Q2 | $10M | Sell |
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|
2022
Q1 | $12.3M | Sell |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $11.5M | Buy |
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|
2021
Q2 | $11.5M | Buy |
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|
2021
Q1 | $11.1M | Buy |
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|
2020
Q4 | $11.4M | Buy |
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|
2020
Q3 | $10.9M | Buy |
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|
2020
Q2 | $9.25M | Buy |
|