PJSIMP
P.J. Schmidt Investment Management (PJS)’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Buy |
6,277
+162
| +3% | +$15.8K | 0.11% | 100 |
|
|
2025
Q1 | $537K | Buy |
6,115
+171
| +3% | +$15K | 0.1% | 104 |
|
|
2024
Q4 | $537K | Sell |
5,944
-105
| -2% | -$9.49K | 0.09% | 107 |
|
|
2024
Q3 | $488K | Buy |
6,049
+33
| +0.5% | +$2.67K | 0.08% | 117 |
|
|
2024
Q2 | $407K | Hold |
6,016
| – | – | 0.07% | 127 |
|
|
2024
Q1 | $362K | Buy |
6,016
+4,127
| +218% | +$248K | 0.07% | 140 |
|
|
2023
Q4 | $310K | Buy |
1,889
+223
| +13% | +$36.6K | 0.06% | 141 |
|
|
2023
Q3 | $268K | Buy |
1,666
+45
| +3% | +$7.24K | 0.06% | 146 |
|
|
2023
Q2 | $258K | Sell |
1,621
-1,251
| -44% | -$199K | 0.05% | 149 |
|
|
2023
Q1 | $435K | Sell |
2,872
-5,440
| -65% | -$824K | 0.09% | 111 |
|
|
2022
Q4 | $1.18M | Sell |
8,312
-169
| -2% | -$24K | 0.27% | 68 |
|
|
2022
Q3 | $1.16M | Sell |
8,481
-200
| -2% | -$27.4K | 0.28% | 67 |
|
|
2022
Q2 | $1.16M | Sell |
8,681
-644
| -7% | -$86.3K | 0.25% | 72 |
|
|
2022
Q1 | $1.43M | Sell |
9,325
-18,871
| -67% | -$2.89M | 0.32% | 60 |
|
|
2021
Q4 | $3.94M | Sell |
28,196
-261
| -0.9% | -$36.5K | 0.79% | 37 |
|
|
2021
Q3 | $4.23M | Sell |
28,457
-107
| -0.4% | -$15.9K | 0.83% | 37 |
|
|
2021
Q2 | $4.07M | Buy |
28,564
+1,171
| +4% | +$167K | 0.81% | 38 |
|
|
2021
Q1 | $3.83M | Buy |
27,393
+1,671
| +6% | +$233K | 0.8% | 37 |
|
|
2020
Q4 | $3.61M | Buy |
25,722
+587
| +2% | +$82.5K | 0.82% | 39 |
|
|
2020
Q3 | $3.59M | Buy |
25,135
+1,470
| +6% | +$210K | 0.87% | 35 |
|
|
2020
Q2 | $2.84M | Buy |
+23,665
| New | +$2.84M | 0.85% | 40 |
|