Kavar Capital Partners Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.93M | Sell |
81,083
-406
| -0.5% | -$39.7K | 1.14% | 25 |
|
|
2025
Q1 | $7.15M | Buy |
81,489
+436
| +0.5% | +$38.3K | 1.19% | 25 |
|
|
2024
Q4 | $7.32M | Sell |
81,053
-295
| -0.4% | -$26.7K | 1.24% | 21 |
|
|
2024
Q3 | $6.57M | Buy |
81,348
+102
| +0.1% | +$8.24K | 1.04% | 27 |
|
|
2024
Q2 | $5.5M | Buy |
81,246
+1,819
| +2% | +$123K | 0.99% | 30 |
|
|
2024
Q1 | $4.78M | Sell |
79,427
-87,523
| -52% | -$5.27M | 0.88% | 37 |
|
|
2023
Q4 | $8.77M | Buy |
166,950
+86,697
| +108% | +$4.56M | 0.98% | 33 |
|
|
2023
Q3 | $4.28M | Sell |
80,253
-2,757
| -3% | -$147K | 0.93% | 37 |
|
|
2023
Q2 | $4.35M | Buy |
83,010
+36
| +0% | +$1.89K | 0.93% | 38 |
|
|
2023
Q1 | $4.08M | Sell |
82,974
-1,227
| -1% | -$60.3K | 0.88% | 38 |
|
|
2022
Q4 | $3.98M | Buy |
84,201
+2,700
| +3% | +$128K | 0.92% | 35 |
|
|
2022
Q3 | $3.52M | Buy |
81,501
+2,796
| +4% | +$121K | 0.9% | 37 |
|
|
2022
Q2 | $3.19M | Buy |
78,705
+3,513
| +5% | +$142K | 0.74% | 44 |
|
|
2022
Q1 | $3.73M | Buy |
75,192
+3,450
| +5% | +$171K | 0.81% | 39 |
|
|
2021
Q4 | $3.46M | Buy |
71,742
+4,191
| +6% | +$202K | 0.72% | 42 |
|
|
2021
Q3 | $3.14M | Buy |
67,551
+957
| +1% | +$44.5K | 0.72% | 40 |
|
|
2021
Q2 | $3.13M | Buy |
66,594
+3,150
| +5% | +$148K | 0.76% | 40 |
|
|
2021
Q1 | $2.87M | Buy |
63,444
+17,799
| +39% | +$806K | 0.77% | 41 |
|
|
2020
Q4 | $2.19M | Buy |
45,645
+5,025
| +12% | +$241K | 0.63% | 51 |
|
|
2020
Q3 | $1.89M | Buy |
40,620
+22,350
| +122% | +$1.04M | 0.64% | 50 |
|
|
2020
Q2 | $729K | Buy |
+18,270
| New | +$729K | 0.28% | 78 |
|
|
2019
Q4 | – | Sell |
-6,234
| Closed | -$247K | – | 139 |
|
|
2019
Q3 | $247K | Hold |
6,234
| – | – | 0.1% | 119 |
|
|
2019
Q2 | $230K | Sell |
6,234
-900
| -13% | -$33.2K | 0.09% | 114 |
|
|
2019
Q1 | $232K | Buy |
7,134
+375
| +6% | +$12.2K | 0.1% | 115 |
|
|
2018
Q4 | $210K | Hold |
6,759
| – | – | 0.11% | 101 |
|
|
2018
Q3 | $212K | Hold |
6,759
| – | – | 0.11% | 99 |
|
|
2018
Q2 | $193K | Sell |
6,759
-501
| -7% | -$14.3K | 0.1% | 108 |
|
|
2018
Q1 | $215K | Hold |
7,260
| – | – | 0.11% | 101 |
|
|
2017
Q4 | $239K | Buy |
+7,260
| New | +$239K | 0.13% | 97 |
|
|
2016
Q1 | – | Sell |
-7,146
| Closed | -$146K | – | 400 |
|
|
2015
Q4 | $146K | Hold |
7,146
| – | – | 0.09% | 118 |
|
|
2015
Q3 | $154K | Sell |
7,146
-20,382
| -74% | -$439K | 0.11% | 113 |
|
|
2015
Q2 | $650K | Hold |
27,528
| – | – | 0.44% | 74 |
|
|
2015
Q1 | $755K | Hold |
27,528
| – | – | 0.64% | 59 |
|
|
2014
Q4 | $788K | Sell |
27,528
-390
| -1% | -$11.2K | 0.62% | 68 |
|
|
2014
Q3 | $712K | Hold |
27,918
| – | – | 0.61% | 70 |
|
|
2014
Q2 | $699K | Hold |
27,918
| – | – | 0.59% | 73 |
|
|
2014
Q1 | $711K | Buy |
27,918
+660
| +2% | +$16.8K | 0.59% | 70 |
|
|
2013
Q4 | $714K | Buy |
+27,258
| New | +$714K | 0.64% | 66 |
|