Middleton & Co’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Sell |
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|
2025
Q2 | $983K | Hold |
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|
2025
Q1 | $882K | Sell |
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|
2024
Q4 | $923K | Buy |
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|
2024
Q3 | $813K | Hold |
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|
2024
Q2 | $682K | Hold |
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|
2024
Q1 | $606K | Hold |
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|
2023
Q4 | $529K | Sell |
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|
2023
Q3 | $598K | Sell |
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|
2023
Q2 | $596K | Buy |
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|
2023
Q1 | $456K | Sell |
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|
2022
Q4 | $443K | Hold |
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|
2022
Q3 | $406K | Sell |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $522K | Buy |
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|
2021
Q4 | $384K | Sell |
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|
2021
Q3 | $406K | Sell |
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|
2021
Q2 | $441K | Buy |
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|
2021
Q1 | $419K | Sell |
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|
2020
Q4 | $461K | Sell |
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|
2020
Q3 | $448K | Hold |
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|
2020
Q2 | $384K | Hold |
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|
2020
Q1 | $364K | Hold |
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|
2019
Q4 | $381K | Hold |
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|
2019
Q3 | $380K | Hold |
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|
2019
Q2 | $354K | Sell |
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|
2019
Q1 | $333K | Hold |
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|
2018
Q4 | $318K | Hold |
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|
2018
Q3 | $321K | Buy |
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|
2018
Q2 | $284K | Sell |
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|
2018
Q1 | $310K | Buy |
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|
2017
Q4 | $325K | Sell |
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|
2017
Q3 | $267K | Sell |
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|
2017
Q2 | $270K | Sell |
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|
2017
Q1 | $286K | Sell |
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|
2016
Q4 | $1.33M | Sell |
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|
2016
Q3 | $4M | Buy |
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|
2016
Q2 | $3.09M | Buy |
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|
2016
Q1 | $2.41M | Buy |
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|
2015
Q4 | $263K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $212K | Sell |
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|
2013
Q2 | $243K | Buy |
|