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 |
|