Laurie J. Hall Trustee’s Walmart WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.18M	Buy	12,118 +365	+3%	+$35.7K	0.39%	59
2025 Q1	$1.03M	Sell	11,753 -192	-2%	-$16.9K	0.37%	61
2024 Q4	$1.08M	Sell	11,945 -1,000	-8%	-$90.3K	0.35%	62
2024 Q3	$1.05M	Buy	12,945 +6,000	+86%	+$485K	0.33%	65
2024 Q2	$470K	Sell	6,945 -600	-8%	-$40.6K	0.16%	77
2024 Q1	$454K	Sell	7,545 -525	-7%	-$31.6K	0.16%	78
2023 Q4	$424K	Sell	8,070 -375	-4%	-$19.7K	0.16%	79
2023 Q3	$450K	Buy	8,445 +105	+1%	+$5.6K	0.19%	73
2023 Q2	$437K	Sell	8,340 -825	-9%	-$43.2K	0.17%	75
2023 Q1	$450K	Hold	9,165	–	–	0.19%	73
2022 Q4	$433K	Hold	9,165	–	–	0.2%	75
2022 Q3	$396K	Hold	9,165	–	–	0.2%	76
2022 Q2	$371K	Sell	9,165 -525	-5%	-$21.3K	0.17%	82
2022 Q1	$481K	Hold	9,690	–	–	0.18%	76
2021 Q4	$467K	Sell	9,690 -1,200	-11%	-$57.8K	0.17%	80
2021 Q3	$506K	Hold	10,890	–	–	0.2%	76
2021 Q2	$512K	Hold	10,890	–	–	0.19%	76
2021 Q1	$493K	Hold	10,890	–	–	0.19%	79
2020 Q4	$523K	Hold	10,890	–	–	0.21%	74
2020 Q3	$508K	Buy	+10,890	New	+$508K	0.23%	72
2019 Q4	$491K	Buy	12,390 +390	+3%	+$15.5K	0.23%	70
2019 Q3	$475K	Hold	12,000	–	–	0.24%	71
2019 Q2	$442K	Sell	12,000 -6,000	-33%	-$221K	0.23%	71
2019 Q1	$585K	Hold	18,000	–	–	0.31%	63
2018 Q4	$582K	Hold	18,000	–	–	0.32%	64
2018 Q3	$563K	Hold	18,000	–	–	0.3%	66
2018 Q2	$514K	Buy	+18,000	New	+$514K	0.3%	65
2016 Q2	–	Sell	-2,325	Closed	-$51K	–	305
2016 Q1	$51K	Hold	2,325	–	–	0.03%	151
2015 Q4	$51K	Buy	+2,325	New	+$51K	0.04%	141