Quest 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 | $7.8M | Hold |
79,740
| – | – | 0.86% | 39 |
|
2025
Q1 | $7M | Hold |
79,740
| – | – | 0.87% | 42 |
|
2024
Q4 | $7.2M | Hold |
79,740
| – | – | 0.84% | 40 |
|
2024
Q3 | $6.44M | Hold |
79,740
| – | – | 0.75% | 39 |
|
2024
Q2 | $5.4M | Hold |
79,740
| – | – | 0.6% | 40 |
|
2024
Q1 | $4.8M | Hold |
79,740
| – | – | 0.54% | 43 |
|
2023
Q4 | $4.19M | Hold |
79,740
| – | – | 0.53% | 41 |
|
2023
Q3 | $4.25M | Hold |
79,740
| – | – | 0.6% | 43 |
|
2023
Q2 | $4.18M | Hold |
79,740
| – | – | 0.57% | 43 |
|
2023
Q1 | $3.92M | Hold |
79,740
| – | – | 0.54% | 45 |
|
2022
Q4 | $3.77M | Hold |
79,740
| – | – | 0.46% | 58 |
|
2022
Q3 | $3.45M | Hold |
79,740
| – | – | 0.43% | 59 |
|
2022
Q2 | $3.23M | Hold |
79,740
| – | – | 0.38% | 68 |
|
2022
Q1 | $3.96M | Hold |
79,740
| – | – | 0.38% | 56 |
|
2021
Q4 | $3.85M | Hold |
79,740
| – | – | 0.33% | 69 |
|
2021
Q3 | $3.71M | Hold |
79,740
| – | – | 0.34% | 68 |
|
2021
Q2 | $3.75M | Hold |
79,740
| – | – | 0.34% | 65 |
|
2021
Q1 | $3.61M | Hold |
79,740
| – | – | 0.33% | 64 |
|
2020
Q4 | $3.83M | Hold |
79,740
| – | – | 0.35% | 64 |
|
2020
Q3 | $3.72M | Buy |
79,740
+6,840
| +9% | +$319K | 0.36% | 65 |
|
2020
Q2 | $2.91M | Hold |
72,900
| – | – | 0.33% | 60 |
|
2020
Q1 | $2.76M | Hold |
72,900
| – | – | 0.39% | 55 |
|
2019
Q4 | $2.89M | Hold |
72,900
| – | – | 0.33% | 66 |
|
2019
Q3 | $2.88M | Hold |
72,900
| – | – | 0.36% | 60 |
|
2019
Q2 | $2.69M | Hold |
72,900
| – | – | 0.33% | 66 |
|
2019
Q1 | $2.37M | Hold |
72,900
| – | – | 0.31% | 64 |
|
2018
Q4 | $2.26M | Hold |
72,900
| – | – | 0.35% | 59 |
|
2018
Q3 | $2.28M | Hold |
72,900
| – | – | 0.32% | 67 |
|
2018
Q2 | $2.08M | Hold |
72,900
| – | – | 0.31% | 69 |
|
2018
Q1 | $2.16M | Hold |
72,900
| – | – | 0.33% | 71 |
|
2017
Q4 | $2.4M | Hold |
72,900
| – | – | 0.35% | 62 |
|
2017
Q3 | $1.9M | Hold |
72,900
| – | – | 0.24% | 71 |
|
2017
Q2 | $1.84M | Hold |
72,900
| – | – | 0.24% | 70 |
|
2017
Q1 | $1.75M | Hold |
72,900
| – | – | 0.24% | 67 |
|
2016
Q4 | $1.68M | Hold |
72,900
| – | – | 0.21% | 63 |
|
2016
Q3 | $1.75M | Sell |
72,900
-60,000
| -45% | -$1.44M | 0.23% | 70 |
|
2016
Q2 | $3.24M | Hold |
132,900
| – | – | 0.44% | 67 |
|
2016
Q1 | $3.03M | Hold |
132,900
| – | – | 0.42% | 63 |
|
2015
Q4 | $2.72M | Hold |
132,900
| – | – | 0.37% | 66 |
|
2015
Q3 | $2.87M | Hold |
132,900
| – | – | 0.4% | 68 |
|
2015
Q2 | $3.14M | Hold |
132,900
| – | – | 0.44% | 74 |
|
2015
Q1 | $3.64M | Hold |
132,900
| – | – | 0.49% | 83 |
|
2014
Q4 | $3.8M | Hold |
132,900
| – | – | 0.45% | 84 |
|
2014
Q3 | $3.39M | Hold |
132,900
| – | – | 0.36% | 87 |
|
2014
Q2 | $3.33M | Hold |
132,900
| – | – | 0.33% | 89 |
|
2014
Q1 | $3.39M | Hold |
132,900
| – | – | 0.32% | 87 |
|
2013
Q4 | $3.49M | Hold |
132,900
| – | – | 0.3% | 88 |
|
2013
Q3 | $3.28M | Hold |
132,900
| – | – | 0.28% | 88 |
|
2013
Q2 | $3.3M | Buy |
+132,900
| New | +$3.3M | 0.25% | 75 |
|