Michael J. Puzo’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
11,400
-600
| -5% | -$58.7K | 0.32% | 43 |
|
|
2025
Q1 | $1.05M | Hold |
12,000
| – | – | 0.3% | 42 |
|
|
2024
Q4 | $1.08M | Sell |
12,000
-1,302
| -10% | -$118K | 0.3% | 40 |
|
|
2024
Q3 | $1.07M | Sell |
13,302
-1,197
| -8% | -$96.7K | 0.28% | 40 |
|
|
2024
Q2 | $982K | Sell |
14,499
-1,398
| -9% | -$94.7K | 0.27% | 43 |
|
|
2024
Q1 | $957K | Buy |
+15,897
| New | +$957K | 0.27% | 47 |
|
|
2015
Q4 | – | Sell |
-3,780
| Closed | -$82K | – | 113 |
|
|
2015
Q3 | $82K | Buy |
3,780
+30
| +0.8% | +$651 | 0.06% | 95 |
|
|
2015
Q2 | $89K | Sell |
3,750
-90
| -2% | -$2.14K | 0.06% | 101 |
|
|
2015
Q1 | $105K | Buy |
+3,840
| New | +$105K | 0.07% | 104 |
|