Merrion Investment Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Hold |
5,000
| – | – | 0.32% | 62 |
|
|
2025
Q1 | $439K | Buy |
5,000
+1,500
| +43% | +$132K | 0.32% | 68 |
|
|
2024
Q4 | $317K | Hold |
3,500
| – | – | 0.22% | 81 |
|
|
2024
Q3 | $283K | Buy |
3,500
+500
| +17% | +$40.4K | 0.19% | 89 |
|
|
2024
Q2 | $203K | Buy |
+3,000
| New | +$203K | 0.14% | 96 |
|
|
2024
Q1 | – | Sell |
-4,500
| Closed | -$237K | – | 100 |
|
|
2023
Q4 | $237K | Hold |
4,500
| – | – | 0.19% | 86 |
|
|
2023
Q3 | $240K | Hold |
4,500
| – | – | 0.21% | 81 |
|
|
2023
Q2 | $236K | Hold |
4,500
| – | – | 0.2% | 85 |
|
|
2023
Q1 | $221K | Hold |
4,500
| – | – | 0.21% | 83 |
|
|
2022
Q4 | $214K | Buy |
+4,500
| New | +$214K | 0.2% | 80 |
|
|
2022
Q3 | – | Sell |
-5,250
| Closed | -$213K | – | 93 |
|
|
2022
Q2 | $213K | Hold |
5,250
| – | – | 0.21% | 84 |
|
|
2022
Q1 | $260K | Buy |
+5,250
| New | +$260K | 0.19% | 85 |
|
|
2021
Q2 | – | Sell |
-5,400
| Closed | -$244K | – | 95 |
|
|
2021
Q1 | $244K | Buy |
5,400
+900
| +20% | +$40.7K | 0.2% | 77 |
|
|
2020
Q4 | $216K | Buy |
+4,500
| New | +$216K | 0.18% | 81 |
|