Jacobsen Capital Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Buy |
9,615
+1,159
| +14% | +$113K | 0.35% | 28 |
|
|
2025
Q1 | $742K | Buy |
8,456
+65
| +0.8% | +$5.71K | 0.32% | 33 |
|
|
2024
Q4 | $758K | Buy |
8,391
+1
| +0% | +$90 | 0.32% | 32 |
|
|
2024
Q3 | $677K | Buy |
8,390
+261
| +3% | +$21.1K | 0.29% | 36 |
|
|
2024
Q2 | $550K | Buy |
8,129
+131
| +2% | +$8.87K | 0.25% | 40 |
|
|
2024
Q1 | $481K | Buy |
7,998
+51
| +0.6% | +$3.07K | 0.22% | 42 |
|
|
2023
Q4 | $418K | Sell |
7,947
-102
| -1% | -$5.36K | 0.21% | 44 |
|
|
2023
Q3 | $429K | Buy |
8,049
+36
| +0.4% | +$1.92K | 0.23% | 44 |
|
|
2023
Q2 | $420K | Buy |
8,013
+1,533
| +24% | +$80.3K | 0.22% | 48 |
|
|
2023
Q1 | $318K | Buy |
+6,480
| New | +$318K | 0.17% | 56 |
|