Klingenstein Fields & Co’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
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|
2025
Q1 | $313K | Sell |
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|
2024
Q4 | $324K | Hold |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $246K | Sell |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $245K | Buy |
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|
2023
Q2 | $215K | Buy |
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|
2023
Q1 | $201K | Sell |
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|
2022
Q4 | $236K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $268K | Sell |
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|
2021
Q3 | $509K | Sell |
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|
2021
Q2 | $547K | Sell |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $698K | Buy |
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|
2020
Q3 | $663K | Sell |
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|
2020
Q2 | $569K | Buy |
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|
2020
Q1 | $537K | Sell |
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|
2019
Q4 | $566K | Buy |
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|
2019
Q3 | $519K | Sell |
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|
2019
Q2 | $539K | Hold |
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|
2019
Q1 | $475K | Sell |
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|
2018
Q4 | $464K | Buy |
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|
2018
Q3 | $467K | Sell |
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|
2018
Q2 | $3.69M | Sell |
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|
2018
Q1 | $3.85M | Sell |
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|
2017
Q4 | $4.34M | Buy |
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|
2017
Q3 | $3.04M | Buy |
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|
2017
Q2 | $2.8M | Buy |
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|
2017
Q1 | $2.62M | Buy |
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|
2016
Q4 | $1.57M | Buy |
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|
2016
Q3 | $318K | Hold |
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|
2016
Q2 | $322K | Sell |
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|
2016
Q1 | $490K | Buy |
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|
2015
Q4 | $378K | Buy |
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|
2015
Q3 | $383K | Hold |
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|
2015
Q2 | $419K | Buy |
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|
2015
Q1 | $481K | Hold |
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|
2014
Q4 | $502K | Sell |
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|
2014
Q3 | $518K | Hold |
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|
2014
Q2 | $509K | Buy |
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|
2014
Q1 | $503K | Sell |
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|
2013
Q4 | $811K | Sell |
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|
2013
Q3 | $848K | Sell |
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|
2013
Q2 | $1.23M | Buy |
|