McDaniel Terry & Co’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Sell |
5,262
-230
| -4% | -$22.5K | 0.04% | 65 |
|
|
2025
Q1 | $482K | Hold |
5,492
| – | – | 0.04% | 67 |
|
|
2024
Q4 | $496K | Hold |
5,492
| – | – | 0.04% | 66 |
|
|
2024
Q3 | $443K | Hold |
5,492
| – | – | 0.04% | 68 |
|
|
2024
Q2 | $372K | Sell |
5,492
-355
| -6% | -$24K | 0.03% | 71 |
|
|
2024
Q1 | $352K | Buy |
5,847
+621
| +12% | +$37.4K | 0.03% | 82 |
|
|
2023
Q4 | $275K | Sell |
5,226
-900
| -15% | -$47.4K | 0.03% | 76 |
|
|
2023
Q3 | $327K | Hold |
6,126
| – | – | 0.03% | 75 |
|
|
2023
Q2 | $321K | Buy |
6,126
+1,800
| +42% | +$94.3K | 0.03% | 76 |
|
|
2023
Q1 | $213K | Buy |
+4,326
| New | +$213K | 0.02% | 87 |
|
|
2015
Q2 | – | Sell |
-7,824
| Closed | -$215K | – | 51 |
|
|
2015
Q1 | $215K | Sell |
7,824
-6,936
| -47% | -$191K | 0.05% | 46 |
|
|
2014
Q4 | $423K | Sell |
14,760
-180
| -1% | -$5.16K | 0.1% | 39 |
|
|
2014
Q3 | $381K | Hold |
14,940
| – | – | 0.09% | 39 |
|
|
2014
Q2 | $374K | Sell |
14,940
-10,320
| -41% | -$258K | 0.09% | 40 |
|
|
2014
Q1 | $644K | Hold |
25,260
| – | – | 0.16% | 35 |
|
|
2013
Q4 | $663K | Hold |
25,260
| – | – | 0.17% | 35 |
|
|
2013
Q3 | $623K | Hold |
25,260
| – | – | 0.17% | 37 |
|
|
2013
Q2 | $627K | Buy |
+25,260
| New | +$627K | 0.19% | 36 |
|