Jacobi Capital Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
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|
2025
Q1 | $10.6M | Sell |
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|
2024
Q4 | $11M | Sell |
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|
2024
Q3 | $9.98M | Sell |
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|
2024
Q2 | $8.37M | Buy |
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|
2024
Q1 | $7.36M | Sell |
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|
2023
Q4 | $6.44M | Sell |
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|
2023
Q3 | $6.55M | Sell |
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|
2023
Q2 | $6.49M | Sell |
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|
2023
Q1 | $6.79M | Buy |
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|
2022
Q4 | $6.47M | Sell |
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|
2022
Q3 | $5.92M | Buy |
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|
2022
Q2 | $5.51M | Buy |
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|
2022
Q1 | $6.61M | Buy |
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|
2021
Q4 | $6.29M | Buy |
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|
2021
Q3 | $5.95M | Buy |
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|
2021
Q2 | $5.96M | Sell |
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|
2021
Q1 | $5.79M | Buy |
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|
2020
Q4 | $6.08M | Sell |
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|
2020
Q3 | $5.92M | Sell |
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|
2020
Q2 | $5.1M | Sell |
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|
2020
Q1 | $4.88M | Sell |
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|
2019
Q4 | $5.16M | Sell |
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|
2019
Q3 | $5.26M | Sell |
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|
2019
Q2 | $4.93M | Sell |
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|
2019
Q1 | $4.43M | Sell |
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|
2018
Q4 | $4.26M | Buy |
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|
2018
Q3 | $3.94M | Buy |
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|
2018
Q2 | $3.59M | Buy |
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|
2018
Q1 | $3.53M | Buy |
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|
2017
Q4 | $3.98M | Buy |
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|
2017
Q3 | $3.12M | Sell |
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|
2017
Q2 | $2.86M | Sell |
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|
2017
Q1 | $2.88M | Buy |
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|
2016
Q4 | $2.12M | Sell |
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|
2016
Q3 | $2.92M | Sell |
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|
2016
Q2 | $3.02M | Buy |
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