LKIM
Lawson Kroeker Investment Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Sell |
4,642
-524
| -10% | -$51.2K | 0.08% | 77 |
|
|
2025
Q1 | $454K | Sell |
5,166
-4,200
| -45% | -$369K | 0.08% | 76 |
|
|
2024
Q4 | $846K | Hold |
9,366
| – | – | 0.16% | 67 |
|
|
2024
Q3 | $756K | Hold |
9,366
| – | – | 0.14% | 71 |
|
|
2024
Q2 | $634K | Buy |
9,366
+2,805
| +43% | +$190K | 0.12% | 72 |
|
|
2024
Q1 | $395K | Buy |
6,561
+4,394
| +203% | +$264K | 0.07% | 77 |
|
|
2023
Q4 | $342K | Hold |
2,167
| – | – | 0.07% | 79 |
|
|
2023
Q3 | $347K | Hold |
2,167
| – | – | 0.08% | 79 |
|
|
2023
Q2 | $341K | Hold |
2,167
| – | – | 0.08% | 72 |
|
|
2023
Q1 | $320K | Buy |
+2,167
| New | +$320K | 0.07% | 83 |
|
|
2020
Q1 | – | Sell |
-83,243
| Closed | -$9.89M | – | 63 |
|
|
2019
Q4 | $9.89M | Sell |
83,243
-2,055
| -2% | -$244K | 3.66% | 9 |
|
|
2019
Q3 | $10.1M | Sell |
85,298
-11,755
| -12% | -$1.4M | 3.85% | 8 |
|
|
2019
Q2 | $10.7M | Sell |
97,053
-510
| -0.5% | -$56.3K | 3.6% | 9 |
|
|
2019
Q1 | $9.52M | Sell |
97,563
-945
| -1% | -$92.2K | 3.4% | 11 |
|
|
2018
Q4 | $9.18M | Sell |
98,508
-650
| -0.7% | -$60.5K | 3.6% | 10 |
|
|
2018
Q3 | $9.31M | Buy |
99,158
+10,955
| +12% | +$1.03M | 3.02% | 12 |
|
|
2018
Q2 | $7.56M | Sell |
88,203
-12,570
| -12% | -$1.08M | 2.69% | 14 |
|
|
2018
Q1 | $8.97M | Buy |
100,773
+4,470
| +5% | +$398K | 2.93% | 13 |
|
|
2017
Q4 | $9.51M | Sell |
96,303
-7,302
| -7% | -$721K | 3.06% | 11 |
|
|
2017
Q3 | $8.1M | Buy |
103,605
+965
| +0.9% | +$75.4K | 2.55% | 18 |
|
|
2017
Q2 | $7.77M | Sell |
102,640
-141
| -0.1% | -$10.7K | 2.6% | 16 |
|
|
2017
Q1 | $7.41M | Sell |
102,781
-815
| -0.8% | -$58.7K | 2.51% | 16 |
|
|
2016
Q4 | $7.16M | Sell |
103,596
-2,465
| -2% | -$170K | 2.46% | 17 |
|
|
2016
Q3 | $7.65M | Buy |
106,061
+570
| +0.5% | +$41.1K | 2.47% | 17 |
|
|
2016
Q2 | $7.7M | Sell |
105,491
-800
| -0.8% | -$58.4K | 2.56% | 16 |
|
|
2016
Q1 | $7.28M | Buy |
106,291
+44,763
| +73% | +$3.07M | 2.5% | 16 |
|
|
2015
Q4 | $3.77M | Buy |
61,528
+24,557
| +66% | +$1.51M | 1.3% | 25 |
|
|
2015
Q3 | $2.4M | Buy |
36,971
+3,826
| +12% | +$248K | 0.8% | 36 |
|
|
2015
Q2 | $2.35M | Buy |
33,145
+397
| +1% | +$28.2K | 0.7% | 38 |
|
|
2015
Q1 | $2.69M | Buy |
32,748
+12,413
| +61% | +$1.02M | 0.78% | 36 |
|
|
2014
Q4 | $1.75M | Sell |
20,335
-20
| -0.1% | -$1.72K | 0.55% | 41 |
|
|
2014
Q3 | $1.56M | Hold |
20,355
| – | – | 0.47% | 43 |
|
|
2014
Q2 | $1.53M | Sell |
20,355
-134
| -0.7% | -$10.1K | 0.44% | 44 |
|
|
2014
Q1 | $1.57M | Buy |
20,489
+879
| +4% | +$67.2K | 0.49% | 43 |
|
|
2013
Q4 | $1.54M | Sell |
19,610
-550
| -3% | -$43.3K | 0.49% | 41 |
|
|
2013
Q3 | $1.49M | Sell |
20,160
-125
| -0.6% | -$9.25K | 0.5% | 43 |
|
|
2013
Q2 | $1.51M | Buy |
+20,285
| New | +$1.51M | 0.53% | 43 |
|