Kessler Investment 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 | $587 | Hold |
6
| – | – | ﹤0.01% | 195 |
|
|
2025
Q1 | $527 | Hold |
6
| – | – | ﹤0.01% | 199 |
|
|
2024
Q4 | $542 | Hold |
6
| – | – | ﹤0.01% | 166 |
|
|
2024
Q3 | $485 | Hold |
6
| – | – | ﹤0.01% | 170 |
|
|
2024
Q2 | $406 | Hold |
6
| – | – | ﹤0.01% | 177 |
|
|
2024
Q1 | $361 | Hold |
6
| – | – | ﹤0.01% | 171 |
|
|
2023
Q4 | $315 | Hold |
6
| – | – | ﹤0.01% | 152 |
|
|
2023
Q3 | $320 | Hold |
6
| – | – | ﹤0.01% | 148 |
|
|
2023
Q2 | $314 | Hold |
6
| – | – | ﹤0.01% | 157 |
|
|
2023
Q1 | $295 | Hold |
6
| – | – | ﹤0.01% | 165 |
|
|
2022
Q4 | $0 | Sell |
6
-873
| -99% | – | ﹤0.01% | 192 |
|
|
2022
Q3 | $38K | Buy |
879
+3
| +0.3% | +$130 | 0.03% | 102 |
|
|
2022
Q2 | $36K | Sell |
876
-2,751
| -76% | -$113K | 0.03% | 96 |
|
|
2022
Q1 | $180K | Sell |
3,627
-684
| -16% | -$33.9K | 0.1% | 78 |
|
|
2021
Q4 | $208K | Sell |
4,311
-69,435
| -94% | -$3.35M | 0.12% | 75 |
|
|
2021
Q3 | $3.43M | Sell |
73,746
-3,024
| -4% | -$140K | 2.43% | 15 |
|
|
2021
Q2 | $3.61M | Buy |
76,770
+5,736
| +8% | +$270K | 2.87% | 13 |
|
|
2021
Q1 | $3.22M | Buy |
71,034
+1,557
| +2% | +$70.5K | 4.24% | 9 |
|
|
2020
Q4 | $3.34M | Sell |
69,477
-528
| -0.8% | -$25.4K | 3.58% | 9 |
|
|
2020
Q3 | $3.27M | Buy |
+70,005
| New | +$3.27M | 3.66% | 8 |
|