Karpas Strategies’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $553K | Buy |
8,166
+42
| +0.5% | +$2.84K | 0.17% | 77 |
|
|
2024
Q1 | $489K | Buy |
8,124
+21
| +0.3% | +$1.26K | 0.15% | 84 |
|
|
2023
Q4 | $426K | Hold |
8,103
| – | – | 0.14% | 85 |
|
|
2023
Q3 | $432K | Buy |
8,103
+24
| +0.3% | +$1.28K | 0.16% | 81 |
|
|
2023
Q2 | $423K | Buy |
8,079
+87
| +1% | +$4.56K | 0.14% | 86 |
|
|
2023
Q1 | $393K | Buy |
7,992
+24
| +0.3% | +$1.18K | 0.14% | 91 |
|
|
2022
Q4 | $377K | Hold |
7,968
| – | – | 0.13% | 92 |
|
|
2022
Q3 | $345K | Buy |
7,968
+24
| +0.3% | +$1.04K | 0.13% | 89 |
|
|
2022
Q2 | $322K | Buy |
7,944
+48
| +0.6% | +$1.95K | 0.11% | 93 |
|
|
2022
Q1 | $392K | Buy |
7,896
+354
| +5% | +$17.6K | 0.12% | 93 |
|
|
2021
Q4 | $364K | Buy |
7,542
+1,323
| +21% | +$63.9K | 0.12% | 95 |
|
|
2021
Q3 | $310K | Hold |
6,219
| – | – | 0.1% | 101 |
|
|
2021
Q2 | $292K | Hold |
6,219
| – | – | 0.1% | 100 |
|
|
2021
Q1 | $282K | Hold |
6,219
| – | – | 0.11% | 99 |
|
|
2020
Q4 | $299K | Hold |
6,219
| – | – | 0.12% | 101 |
|
|
2020
Q3 | $290K | Hold |
6,219
| – | – | 0.13% | 97 |
|
|
2020
Q2 | $248K | Hold |
6,219
| – | – | 0.12% | 103 |
|
|
2020
Q1 | $236K | Hold |
6,219
| – | – | 0.13% | 99 |
|
|
2019
Q4 | $246K | Hold |
6,219
| – | – | 0.09% | 110 |
|
|
2019
Q3 | $246K | Hold |
6,219
| – | – | 0.1% | 107 |
|
|
2019
Q2 | $229K | Hold |
6,219
| – | – | 0.1% | 110 |
|
|
2019
Q1 | $202K | Buy |
+6,219
| New | +$202K | 0.09% | 118 |
|