Poehling Capital 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 | $604K | Buy |
6,177
+316
| +5% | +$30.9K | 0.14% | 86 |
|
|
2025
Q1 | $515K | Sell |
5,861
-100
| -2% | -$8.78K | 0.13% | 93 |
|
|
2024
Q4 | $539K | Hold |
5,961
| – | – | 0.13% | 93 |
|
|
2024
Q3 | $481K | Buy |
5,961
+278
| +5% | +$22.4K | 0.12% | 95 |
|
|
2024
Q2 | $385K | Buy |
5,683
+300
| +6% | +$20.3K | 0.11% | 96 |
|
|
2024
Q1 | $324K | Buy |
5,383
+148
| +3% | +$8.91K | 0.09% | 104 |
|
|
2023
Q4 | $275K | Buy |
5,235
+9
| +0.2% | +$473 | 0.09% | 108 |
|
|
2023
Q3 | $279K | Buy |
5,226
+1,143
| +28% | +$60.9K | 0.1% | 104 |
|
|
2023
Q2 | $214K | Sell |
4,083
-195
| -5% | -$10.2K | 0.07% | 114 |
|
|
2023
Q1 | $210K | Hold |
4,278
| – | – | 0.07% | 113 |
|
|
2022
Q4 | $202K | Buy |
+4,278
| New | +$202K | 0.08% | 112 |
|
|
2022
Q2 | – | Sell |
-4,278
| Closed | -$212K | – | 148 |
|
|
2022
Q1 | $212K | Hold |
4,278
| – | – | 0.07% | 137 |
|
|
2021
Q4 | $206K | Buy |
+4,278
| New | +$206K | 0.07% | 131 |
|
|
2021
Q3 | – | Sell |
-4,278
| Closed | -$201K | – | 147 |
|
|
2021
Q2 | $201K | Buy |
+4,278
| New | +$201K | 0.06% | 144 |
|
|
2018
Q3 | – | Sell |
-11,553
| Closed | -$330K | – | 261 |
|
|
2018
Q2 | $330K | Sell |
11,553
-783
| -6% | -$22.4K | 0.29% | 77 |
|
|
2018
Q1 | $366K | Sell |
12,336
-1,755
| -12% | -$52.1K | 0.3% | 76 |
|
|
2017
Q4 | $464K | Buy |
+14,091
| New | +$464K | 0.39% | 70 |
|