Klingman & Associates’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
10,259
+913
| +10% | +$89.3K | 0.06% | 116 |
|
|
2025
Q1 | $820K | Buy |
9,346
+187
| +2% | +$16.4K | 0.05% | 113 |
|
|
2024
Q4 | $828K | Buy |
9,159
+262
| +3% | +$23.7K | 0.05% | 114 |
|
|
2024
Q3 | $718K | Buy |
8,897
+52
| +0.6% | +$4.2K | 0.04% | 130 |
|
|
2024
Q2 | $599K | Buy |
8,845
+496
| +6% | +$33.6K | 0.04% | 127 |
|
|
2024
Q1 | $502K | Buy |
8,349
+435
| +5% | +$26.2K | 0.03% | 135 |
|
|
2023
Q4 | $416K | Buy |
7,914
+60
| +0.8% | +$3.15K | 0.03% | 150 |
|
|
2023
Q3 | $419K | Buy |
7,854
+1,494
| +23% | +$79.6K | 0.03% | 144 |
|
|
2023
Q2 | $333K | Buy |
6,360
+414
| +7% | +$21.7K | 0.03% | 162 |
|
|
2023
Q1 | $292K | Sell |
5,946
-45
| -0.8% | -$2.21K | 0.03% | 157 |
|
|
2022
Q4 | $283K | Sell |
5,991
-378
| -6% | -$17.9K | 0.02% | 162 |
|
|
2022
Q3 | $275K | Buy |
6,369
+438
| +7% | +$18.9K | 0.03% | 154 |
|
|
2022
Q2 | $240K | Sell |
5,931
-246
| -4% | -$9.95K | 0.02% | 168 |
|
|
2022
Q1 | $307K | Buy |
6,177
+423
| +7% | +$21K | 0.03% | 162 |
|
|
2021
Q4 | $278K | Buy |
5,754
+135
| +2% | +$6.52K | 0.02% | 149 |
|
|
2021
Q3 | $261K | Sell |
5,619
-315
| -5% | -$14.6K | 0.02% | 143 |
|
|
2021
Q2 | $279K | Sell |
5,934
-2,436
| -29% | -$115K | 0.03% | 137 |
|
|
2021
Q1 | $379K | Buy |
8,370
+2,925
| +54% | +$132K | 0.04% | 112 |
|
|
2020
Q4 | $262K | Buy |
5,445
+186
| +4% | +$8.95K | 0.03% | 131 |
|
|
2020
Q3 | $245K | Buy |
+5,259
| New | +$245K | 0.03% | 128 |
|
|
2016
Q4 | – | Sell |
-5,610
| Closed | -$135K | – | 323 |
|
|
2016
Q3 | $135K | Hold |
5,610
| – | – | 0.04% | 116 |
|
|
2016
Q2 | $137K | Hold |
5,610
| – | – | 0.04% | 117 |
|
|
2016
Q1 | $128K | Hold |
5,610
| – | – | 0.05% | 117 |
|
|
2015
Q4 | $115K | Hold |
5,610
| – | – | 0.04% | 145 |
|
|
2015
Q3 | $121K | Hold |
5,610
| – | – | 0.05% | 141 |
|
|
2015
Q2 | $133K | Hold |
5,610
| – | – | 0.05% | 108 |
|
|
2015
Q1 | $154K | Hold |
5,610
| – | – | 0.06% | 92 |
|
|
2014
Q4 | $160K | Buy |
+5,610
| New | +$160K | 0.07% | 92 |
|