Kesler Norman & Wride’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.75M Buy
69,056
+47,192
+216% +$4.61M 1.2% 24
2025
Q1
$1.92M Sell
21,864
-2,704
-11% -$237K 0.37% 68
2024
Q4
$2.22M Sell
24,568
-929
-4% -$83.9K 0.48% 54
2024
Q3
$2.06M Sell
25,497
-7,072
-22% -$571K 0.4% 63
2024
Q2
$2.21M Sell
32,569
-4,170
-11% -$282K 0.47% 66
2024
Q1
$2.21M Sell
36,739
-2,336
-6% -$141K 0.47% 70
2023
Q4
$2.05M Sell
39,075
-111
-0.3% -$5.83K 0.47% 65
2023
Q3
$2.09M Sell
39,186
-2,286
-6% -$122K 0.52% 58
2023
Q2
$2.17M Buy
41,472
+411
+1% +$21.5K 0.53% 58
2023
Q1
$2.02M Buy
41,061
+1,761
+4% +$86.6K 0.51% 60
2022
Q4
$1.86M Buy
39,300
+14,352
+58% +$678K 0.48% 64
2022
Q3
$1.08M Buy
24,948
+162
+0.7% +$7.01K 0.3% 85
2022
Q2
$1M Buy
24,786
+231
+0.9% +$9.36K 0.28% 89
2022
Q1
$1.22M Buy
24,555
+708
+3% +$35.1K 0.27% 79
2021
Q4
$1.15M Buy
23,847
+1,500
+7% +$72.3K 0.24% 92
2021
Q3
$1.04M Buy
22,347
+102
+0.5% +$4.74K 0.24% 99
2021
Q2
$1.06M Sell
22,245
-6
-0% -$285 0.24% 103
2021
Q1
$1.01M Buy
22,251
+687
+3% +$31.1K 0.25% 99
2020
Q4
$1.04M Buy
+21,564
New +$1.04M 0.29% 92