Moseley 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
$1.01M Sell
10,339
-1,278
-11% -$125K 0.35% 61
2025
Q1
$1.02M Sell
11,617
-538
-4% -$47.2K 0.4% 59
2024
Q4
$1.1M Buy
12,155
+34
+0.3% +$3.07K 0.43% 58
2024
Q3
$979K Buy
12,121
+101
+0.8% +$8.16K 0.39% 61
2024
Q2
$814K Buy
12,020
+49
+0.4% +$3.32K 0.38% 61
2024
Q1
$720K Sell
11,971
-101
-0.8% -$6.08K 0.36% 66
2023
Q4
$634K Sell
12,072
-1,353
-10% -$71.1K 0.35% 68
2023
Q3
$716K Buy
13,425
+36
+0.3% +$1.92K 0.43% 58
2023
Q2
$702K Sell
13,389
-489
-4% -$25.6K 0.41% 63
2023
Q1
$682K Sell
13,878
-1,293
-9% -$63.6K 0.44% 59
2022
Q4
$717K Sell
15,171
-315
-2% -$14.9K 0.51% 49
2022
Q3
$670K Buy
15,486
+2,364
+18% +$102K 0.49% 52
2022
Q2
$532K Buy
13,122
+810
+7% +$32.8K 0.37% 71
2022
Q1
$611K Sell
12,312
-279
-2% -$13.8K 0.33% 82
2021
Q4
$607K Buy
12,591
+387
+3% +$18.7K 0.28% 91
2021
Q3
$557K Buy
12,204
+717
+6% +$32.7K 0.28% 93
2021
Q2
$540K Sell
11,487
-1,029
-8% -$48.4K 0.27% 92
2021
Q1
$567K Sell
12,516
-15
-0.1% -$680 0.31% 85
2020
Q4
$602K Buy
12,531
+3,264
+35% +$157K 0.35% 78
2020
Q3
$432K Buy
9,267
+438
+5% +$20.4K 0.31% 82
2020
Q2
$353K Buy
8,829
+477
+6% +$19.1K 0.29% 85
2020
Q1
$316K Sell
8,352
-147
-2% -$5.56K 0.37% 74
2019
Q4
$337K Hold
8,499
0.33% 87
2019
Q3
$336K Sell
8,499
-3,516
-29% -$139K 0.35% 85
2019
Q2
$443K Buy
12,015
+1,503
+14% +$55.4K 0.41% 69
2019
Q1
$342K Buy
+10,512
New +$342K 0.36% 83