Physicians Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Sell |
159,448
-2,180
| -1% | -$213K | 4.64% | 5 |
|
|
2025
Q1 | $14.2M | Buy |
161,628
+351
| +0.2% | +$30.8K | 4.51% | 5 |
|
|
2024
Q4 | $14.6M | Buy |
161,277
+1,954
| +1% | +$177K | 4.42% | 6 |
|
|
2024
Q3 | $12.9M | Sell |
159,323
-2,810
| -2% | -$227K | 4% | 6 |
|
|
2024
Q2 | $11M | Buy |
162,133
+1,076
| +0.7% | +$72.9K | 3.57% | 6 |
|
|
2024
Q1 | $9.69M | Sell |
161,057
-499
| -0.3% | -$30K | 3.41% | 6 |
|
|
2023
Q4 | $8.49M | Buy |
161,556
+582
| +0.4% | +$30.6K | 3.22% | 5 |
|
|
2023
Q3 | $8.58M | Buy |
160,974
+297
| +0.2% | +$15.8K | 3.51% | 5 |
|
|
2023
Q2 | $8.42M | Sell |
160,677
-273
| -0.2% | -$14.3K | 3.31% | 5 |
|
|
2023
Q1 | $7.91M | Buy |
160,950
+1,098
| +0.7% | +$54K | 3.35% | 5 |
|
|
2022
Q4 | $7.56M | Buy |
159,852
+501
| +0.3% | +$23.7K | 3.4% | 4 |
|
|
2022
Q3 | $6.89M | Sell |
159,351
-1,308
| -0.8% | -$56.5K | 3.33% | 5 |
|
|
2022
Q2 | $6.51M | Buy |
160,659
+1,308
| +0.8% | +$53K | 2.9% | 5 |
|
|
2022
Q1 | $7.91M | Buy |
159,351
+900
| +0.6% | +$44.7K | 3.02% | 5 |
|
|
2021
Q4 | $7.64M | Sell |
158,451
-2,418
| -2% | -$117K | 2.83% | 5 |
|
|
2021
Q3 | $7.47M | Buy |
160,869
+3,660
| +2% | +$170K | 3.03% | 5 |
|
|
2021
Q2 | $7.39M | Buy |
157,209
+7,788
| +5% | +$366K | 3.03% | 5 |
|
|
2021
Q1 | $6.77M | Buy |
149,421
+14,715
| +11% | +$666K | 2.9% | 5 |
|
|
2020
Q4 | $6.47M | Sell |
134,706
-4,530
| -3% | -$218K | 3.12% | 4 |
|
|
2020
Q3 | $6.49M | Buy |
139,236
+1,320
| +1% | +$61.6K | 3.24% | 4 |
|
|
2020
Q2 | $5.51M | Buy |
137,916
+4,863
| +4% | +$194K | 3.04% | 5 |
|
|
2020
Q1 | $5.04M | Sell |
133,053
-8,250
| -6% | -$312K | 3.46% | 4 |
|
|
2019
Q4 | $5.6M | Buy |
141,303
+228
| +0.2% | +$9.03K | 3.03% | 5 |
|
|
2019
Q3 | $5.58M | Sell |
141,075
-720
| -0.5% | -$28.5K | 3.19% | 4 |
|
|
2019
Q2 | $5.22M | Buy |
141,795
+1,800
| +1% | +$66.3K | 3.07% | 5 |
|
|
2019
Q1 | $4.55M | Buy |
139,995
+420
| +0.3% | +$13.7K | 2.83% | 5 |
|
|
2018
Q4 | $4.33M | Buy |
139,575
+6,435
| +5% | +$200K | 3.15% | 4 |
|
|
2018
Q3 | $4.17M | Sell |
133,140
-822
| -0.6% | -$25.7K | 2.86% | 5 |
|
|
2018
Q2 | $3.83M | Sell |
133,962
-699
| -0.5% | -$20K | 2.86% | 5 |
|
|
2018
Q1 | $3.94M | Buy |
134,661
+3,813
| +3% | +$112K | 3.13% | 5 |
|
|
2017
Q4 | $4.31M | Sell |
130,848
-1,872
| -1% | -$61.6K | 3.29% | 5 |
|
|
2017
Q3 | $3.46M | Hold |
132,720
| – | – | 2.83% | 4 |
|
|
2017
Q2 | $3.35M | Sell |
132,720
-1,320
| -1% | -$33.3K | 2.84% | 4 |
|
|
2017
Q1 | $3.22M | Sell |
134,040
-5,808
| -4% | -$140K | 2.78% | 3 |
|
|
2016
Q4 | $3.42M | Buy |
139,848
+1,035
| +0.7% | +$25.3K | 2.81% | 3 |
|
|
2016
Q3 | $3.34M | Buy |
138,813
+4,737
| +4% | +$114K | 2.78% | 3 |
|
|
2016
Q2 | $3.26M | Buy |
134,076
+927
| +0.7% | +$22.6K | 2.86% | 3 |
|
|
2016
Q1 | $3.04M | Sell |
133,149
-516
| -0.4% | -$11.8K | 2.75% | 4 |
|
|
2015
Q4 | $2.73M | Buy |
+133,665
| New | +$2.73M | 2.52% | 4 |
|