Nelson Capital Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Hold |
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|
2025
Q1 | $447K | Sell |
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|
2024
Q4 | $514K | Buy |
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|
2024
Q3 | $458K | Buy |
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|
2024
Q2 | $380K | Sell |
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|
2024
Q1 | $356K | Buy |
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|
2023
Q4 | $291K | Buy |
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|
2023
Q3 | $292K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $191K | Buy |
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|
2019
Q2 | $167K | Buy |
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|
2019
Q1 | $125K | Sell |
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|
2018
Q4 | $139K | Hold |
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|
2018
Q3 | $140K | Buy |
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|
2018
Q2 | $123K | Buy |
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|
2018
Q1 | $114K | Sell |
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|
2017
Q4 | $138K | Buy |
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|
2017
Q3 | $99K | Buy |
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|
2017
Q2 | $94K | Sell |
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|
2017
Q1 | $118K | Hold |
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|
2016
Q4 | $114K | Hold |
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|
2016
Q3 | $118K | Buy |
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|
2016
Q2 | $94K | Buy |
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|
2016
Q1 | $73K | Hold |
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|
2015
Q4 | $65K | Buy |
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|
2015
Q3 | $37K | Hold |
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|
2015
Q2 | $40K | Hold |
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|
2015
Q1 | $46K | Sell |
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|
2014
Q4 | $91K | Hold |
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|
2014
Q3 | $81K | Buy |
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|
2014
Q2 | $70K | Buy |
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|
2014
Q1 | $67K | Buy |
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|
2013
Q4 | $59K | Hold |
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|
2013
Q3 | $55K | Hold |
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|
2013
Q2 | $56K | Buy |
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