Means Investment Company’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Buy |
51,899
+33
| +0.1% | +$3.23K | 0.48% | 34 |
|
|
2025
Q1 | $4.55M | Sell |
51,866
-17,496
| -25% | -$1.54M | 0.48% | 34 |
|
|
2024
Q4 | $6.27M | Sell |
69,362
-468
| -0.7% | -$42.3K | 0.65% | 31 |
|
|
2024
Q3 | $5.64M | Buy |
69,830
+590
| +0.9% | +$47.6K | 0.63% | 31 |
|
|
2024
Q2 | $4.69M | Sell |
69,240
-1,608
| -2% | -$109K | 0.56% | 34 |
|
|
2024
Q1 | $4.26M | Sell |
70,848
-1,053
| -1% | -$63.4K | 0.55% | 33 |
|
|
2023
Q4 | $3.78M | Sell |
71,901
-1,263
| -2% | -$66.4K | 0.54% | 30 |
|
|
2023
Q3 | $3.9M | Sell |
73,164
-729
| -1% | -$38.9K | 0.64% | 28 |
|
|
2023
Q2 | $3.87M | Buy |
73,893
+5,373
| +8% | +$282K | 0.61% | 35 |
|
|
2023
Q1 | $3.37M | Buy |
68,520
+426
| +0.6% | +$20.9K | 0.59% | 38 |
|
|
2022
Q4 | $3.22M | Sell |
68,094
-1,620
| -2% | -$76.6K | 0.65% | 37 |
|
|
2022
Q3 | $3.01M | Buy |
69,714
+6,483
| +10% | +$280K | 0.65% | 32 |
|
|
2022
Q2 | $2.56M | Buy |
63,231
+1,035
| +2% | +$42K | 0.54% | 39 |
|
|
2022
Q1 | $3.09M | Buy |
62,196
+2,043
| +3% | +$101K | 0.56% | 36 |
|
|
2021
Q4 | $2.9M | Buy |
60,153
+1,230
| +2% | +$59.3K | 0.51% | 42 |
|
|
2021
Q3 | $2.74M | Sell |
58,923
-57
| -0.1% | -$2.65K | 0.54% | 41 |
|
|
2021
Q2 | $2.77M | Buy |
58,980
+3,927
| +7% | +$185K | 0.55% | 41 |
|
|
2021
Q1 | $2.49M | Buy |
55,053
+771
| +1% | +$34.9K | 0.57% | 44 |
|
|
2020
Q4 | $2.61M | Buy |
54,282
+2,061
| +4% | +$98.9K | 0.59% | 39 |
|
|
2020
Q3 | $2.54M | Buy |
52,221
+4,101
| +9% | +$199K | 0.7% | 36 |
|
|
2020
Q2 | $2.09M | Buy |
48,120
+1,797
| +4% | +$78K | 0.65% | 37 |
|
|
2020
Q1 | $2.03M | Buy |
46,323
+4,464
| +11% | +$196K | 0.79% | 37 |
|
|
2019
Q4 | $1.6M | Buy |
41,859
+33
| +0.1% | +$1.27K | 0.54% | 54 |
|
|
2019
Q3 | $1.64M | Buy |
41,826
+1,764
| +4% | +$69.1K | 0.62% | 49 |
|
|
2019
Q2 | $1.51M | Sell |
40,062
-1,107
| -3% | -$41.6K | 0.62% | 52 |
|
|
2019
Q1 | $1.34M | Buy |
41,169
+3,372
| +9% | +$110K | 0.59% | 53 |
|
|
2018
Q4 | $1.17M | Buy |
+37,797
| New | +$1.17M | 0.65% | 46 |
|