J.W. Burns & Co’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $526K | Buy |
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|
2025
Q2 | $496K | Sell |
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|
2025
Q1 | $448K | Buy |
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|
2024
Q4 | $454K | Sell |
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|
2024
Q3 | $416K | Buy |
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|
2024
Q2 | $346K | Buy |
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|
2024
Q1 | $288K | Sell |
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|
2023
Q4 | $276K | Buy |
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|
2023
Q3 | $275K | Hold |
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|
2023
Q2 | $271K | Hold |
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|
2023
Q1 | $254K | Buy |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $248K | Hold |
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|
2021
Q4 | $240K | Hold |
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|
2021
Q3 | $232K | Hold |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $210K | Hold |
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|
2020
Q3 | $204K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $224K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $287K | Buy |
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|
2014
Q1 | $280K | Sell |
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|
2013
Q4 | $300K | Buy |
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|
2013
Q3 | $271K | Buy |
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|
2013
Q2 | $221K | Buy |
|