Kercheville Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Buy |
52,139
+3,582
| +7% | +$350K | 1.76% | 21 |
|
|
2025
Q1 | $4.26M | Buy |
48,557
+6,227
| +15% | +$547K | 1.74% | 21 |
|
|
2024
Q4 | $3.82M | Sell |
42,330
-9
| -0% | -$813 | 1.48% | 20 |
|
|
2024
Q3 | $3.42M | Buy |
42,339
+670
| +2% | +$54.1K | 1.44% | 22 |
|
|
2024
Q2 | $2.82M | Buy |
41,669
+16,104
| +63% | +$1.09M | 1.22% | 25 |
|
|
2024
Q1 | $1.54M | Buy |
+25,565
| New | +$1.54M | 0.73% | 33 |
|
|
2022
Q2 | – | Sell |
-10,476
| Closed | -$520K | – | 110 |
|
|
2022
Q1 | $520K | Buy |
10,476
+3,003
| +40% | +$149K | 0.25% | 64 |
|
|
2021
Q4 | $360K | Buy |
7,473
+3,000
| +67% | +$145K | 0.16% | 84 |
|
|
2021
Q3 | $208K | Hold |
4,473
| – | – | 0.1% | 99 |
|
|
2021
Q2 | $210K | Buy |
+4,473
| New | +$210K | 0.1% | 108 |
|