McDonald Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
28,560
-1,186
| -4% | -$116K | 0.67% | 37 |
|
|
2025
Q1 | $2.62M | Sell |
29,746
-1,271
| -4% | -$112K | 0.68% | 41 |
|
|
2024
Q4 | $2.8M | Sell |
31,017
-329
| -1% | -$29.7K | 0.72% | 39 |
|
|
2024
Q3 | $2.53M | Buy |
31,346
+396
| +1% | +$32K | 0.63% | 44 |
|
|
2024
Q2 | $2.1M | Buy |
30,950
+292
| +1% | +$19.8K | 0.56% | 47 |
|
|
2024
Q1 | $1.84M | Buy |
30,658
+4
| +0% | +$241 | 0.51% | 55 |
|
|
2023
Q4 | $1.61M | Buy |
30,654
+111
| +0.4% | +$5.83K | 0.48% | 62 |
|
|
2023
Q3 | $1.63M | Sell |
30,543
-726
| -2% | -$38.7K | 0.53% | 52 |
|
|
2023
Q2 | $1.64M | Buy |
31,269
+15
| +0% | +$786 | 0.5% | 58 |
|
|
2023
Q1 | $1.54M | Buy |
31,254
+330
| +1% | +$16.2K | 0.5% | 57 |
|
|
2022
Q4 | $1.46M | Buy |
30,924
+264
| +0.9% | +$12.5K | 0.5% | 60 |
|
|
2022
Q3 | $1.33M | Buy |
30,660
+444
| +1% | +$19.2K | 0.51% | 56 |
|
|
2022
Q2 | $1.23M | Buy |
30,216
+315
| +1% | +$12.8K | 0.31% | 95 |
|
|
2022
Q1 | $1.48M | Buy |
+29,901
| New | +$1.48M | 0.32% | 92 |
|
|
2021
Q4 | – | Sell |
-26,625
| Closed | -$1.24M | – | 728 |
|
|
2021
Q3 | $1.24M | Buy |
26,625
+1,632
| +7% | +$75.8K | 0.29% | 98 |
|
|
2021
Q2 | $1.18M | Sell |
24,993
-474
| -2% | -$22.3K | 0.28% | 103 |
|
|
2021
Q1 | $1.15M | Buy |
25,467
+3,636
| +17% | +$165K | 0.3% | 100 |
|
|
2020
Q4 | $1.05M | Buy |
+21,831
| New | +$1.05M | 0.3% | 93 |
|