Kuhn & Co Investment Counsel’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $844K | Hold |
8,634
| – | – | 0.64% | 48 |
|
2025
Q1 | $758K | Hold |
8,634
| – | – | 0.64% | 50 |
|
2024
Q4 | $780K | Hold |
8,634
| – | – | 0.66% | 49 |
|
2024
Q3 | $697K | Hold |
8,634
| – | – | 0.59% | 54 |
|
2024
Q2 | $585K | Hold |
8,634
| – | – | 0.52% | 58 |
|
2024
Q1 | $520K | Hold |
8,634
| – | – | 0.49% | 72 |
|
2023
Q4 | $454K | Buy |
+8,634
| New | +$454K | 0.46% | 75 |
|