Kurt F. Somerville’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 | $828K | Sell |
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|
2025
Q1 | $812K | Hold |
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|
2024
Q4 | $836K | Hold |
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|
2024
Q3 | $747K | Sell |
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|
2024
Q2 | $687K | Sell |
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|
2024
Q1 | $631K | Sell |
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|
2023
Q4 | $646K | Sell |
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|
2023
Q3 | $723K | Sell |
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|
2023
Q2 | $1.02M | Hold |
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|
2023
Q1 | $958K | Hold |
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|
2022
Q4 | $921K | Hold |
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|
2022
Q3 | $843K | Hold |
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|
2022
Q2 | $790K | Sell |
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|
2022
Q1 | $973K | Buy |
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|
2021
Q4 | $937K | Sell |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.03M | Hold |
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|
2021
Q1 | $989K | Hold |
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|
2020
Q4 | $1.05M | Hold |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $885K | Sell |
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|
2020
Q1 | $841K | Hold |
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|
2019
Q4 | $879K | Hold |
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|
2019
Q3 | $878K | Hold |
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|
2019
Q2 | $817K | Sell |
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|
2019
Q1 | $770K | Sell |
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|
2018
Q4 | $754K | Hold |
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|
2018
Q3 | $761K | Sell |
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|
2018
Q2 | $704K | Hold |
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|
2018
Q1 | $731K | Hold |
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|
2017
Q4 | $812K | Sell |
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|
2017
Q3 | $652K | Sell |
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|
2017
Q2 | $640K | Hold |
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|
2017
Q1 | $609K | Hold |
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|
2016
Q4 | $584K | Hold |
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|
2016
Q3 | $609K | Sell |
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|
2016
Q2 | $621K | Sell |
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|
2016
Q1 | $892K | Sell |
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|
2015
Q4 | $832K | Hold |
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|
2015
Q3 | $880K | Hold |
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|
2015
Q2 | $962K | Sell |
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|
2015
Q1 | $1.16M | Hold |
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|
2014
Q4 | $1.21M | Buy |
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|
2014
Q3 | $497K | Hold |
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|
2014
Q2 | $488K | Hold |
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|
2014
Q1 | $497K | Hold |
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|
2013
Q4 | $512K | Hold |
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|
2013
Q3 | $480K | Hold |
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|
2013
Q2 | $484K | Buy |
|