RSVP
Ramsay Stattman Vela & Price’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $921K | Sell |
9,417
-85
| -0.9% | -$8.31K | 0.17% | 60 |
|
|
2025
Q1 | $834K | Sell |
9,502
-25
| -0.3% | -$2.2K | 0.16% | 63 |
|
|
2024
Q4 | $861K | Sell |
9,527
-43
| -0.4% | -$3.89K | 0.16% | 61 |
|
|
2024
Q3 | $773K | Sell |
9,570
-25
| -0.3% | -$2.02K | 0.14% | 63 |
|
|
2024
Q2 | $650K | Sell |
9,595
-20
| -0.2% | -$1.35K | 0.12% | 64 |
|
|
2024
Q1 | $579K | Buy |
9,615
+6,410
| +200% | +$386K | 0.11% | 65 |
|
|
2023
Q4 | $505K | Hold |
3,205
| – | – | 0.1% | 68 |
|
|
2023
Q3 | $513K | Sell |
3,205
-10
| -0.3% | -$1.6K | 0.11% | 68 |
|
|
2023
Q2 | $505K | Sell |
3,215
-64
| -2% | -$10.1K | 0.1% | 72 |
|
|
2023
Q1 | $483K | Sell |
3,279
-65
| -2% | -$9.58K | 0.1% | 75 |
|
|
2022
Q4 | $474K | Hold |
3,344
| – | – | 0.11% | 75 |
|
|
2022
Q3 | $434K | Hold |
3,344
| – | – | 0.11% | 73 |
|
|
2022
Q2 | $407K | Sell |
3,344
-30
| -0.9% | -$3.65K | 0.09% | 83 |
|
|
2022
Q1 | $502K | Sell |
3,374
-50
| -1% | -$7.44K | 0.1% | 82 |
|
|
2021
Q4 | $495K | Hold |
3,424
| – | – | 0.11% | 58 |
|
|
2021
Q3 | $477K | Hold |
3,424
| – | – | 0.12% | 58 |
|
|
2021
Q2 | $483K | Sell |
3,424
-45
| -1% | -$6.35K | 0.12% | 58 |
|
|
2021
Q1 | $471K | Hold |
3,469
| – | – | 0.13% | 58 |
|
|
2020
Q4 | $500K | Hold |
3,469
| – | – | 0.14% | 57 |
|
|
2020
Q3 | $485K | Hold |
3,469
| – | – | 0.15% | 53 |
|
|
2020
Q2 | $416K | Sell |
3,469
-2
| -0.1% | -$240 | 0.14% | 53 |
|
|
2020
Q1 | $394K | Sell |
3,471
-745
| -18% | -$84.6K | 0.16% | 51 |
|
|
2019
Q4 | $501K | Sell |
4,216
-100
| -2% | -$11.9K | 0.16% | 52 |
|
|
2019
Q3 | $512K | Sell |
4,316
-40
| -0.9% | -$4.75K | 0.18% | 50 |
|
|
2019
Q2 | $481K | Sell |
4,356
-130
| -3% | -$14.4K | 0.17% | 50 |
|
|
2019
Q1 | $438K | Hold |
4,486
| – | – | 0.16% | 51 |
|
|
2018
Q4 | $418K | Hold |
4,486
| – | – | 0.17% | 50 |
|
|
2018
Q3 | $421K | Sell |
4,486
-11
| -0.2% | -$1.03K | 0.15% | 52 |
|
|
2018
Q2 | $385K | Hold |
4,497
| – | – | 0.15% | 52 |
|
|
2018
Q1 | $400K | Hold |
4,497
| – | – | 0.16% | 52 |
|
|
2017
Q4 | $444K | Buy |
4,497
+50
| +1% | +$4.94K | 0.18% | 51 |
|
|
2017
Q3 | $347K | Buy |
4,447
+1,582
| +55% | +$123K | 0.15% | 52 |
|
|
2017
Q2 | $217K | Sell |
2,865
-475
| -14% | -$36K | 0.09% | 58 |
|
|
2017
Q1 | $241K | Sell |
3,340
-50,364
| -94% | -$3.63M | 0.11% | 57 |
|
|
2016
Q4 | $3.71M | Sell |
53,704
-8,882
| -14% | -$614K | 1.75% | 30 |
|
|
2016
Q3 | $4.51M | Sell |
62,586
-1,770
| -3% | -$128K | 2.16% | 27 |
|
|
2016
Q2 | $4.7M | Sell |
64,356
-995
| -2% | -$72.7K | 2.32% | 28 |
|
|
2016
Q1 | $4.48M | Sell |
65,351
-460
| -0.7% | -$31.5K | 2.3% | 27 |
|
|
2015
Q4 | $4.03M | Sell |
65,811
-3,615
| -5% | -$222K | 2.02% | 28 |
|
|
2015
Q3 | $4.5M | Buy |
69,426
+2,386
| +4% | +$155K | 2.32% | 25 |
|
|
2015
Q2 | $4.76M | Buy |
67,040
+755
| +1% | +$53.6K | 2.33% | 26 |
|
|
2015
Q1 | $5.45M | Sell |
66,285
-206
| -0.3% | -$16.9K | 2.64% | 19 |
|
|
2014
Q4 | $5.71M | Buy |
66,491
+1,240
| +2% | +$106K | 2.68% | 20 |
|
|
2014
Q3 | $4.99M | Buy |
65,251
+85
| +0.1% | +$6.5K | 2.61% | 22 |
|
|
2014
Q2 | $4.89M | Buy |
65,166
+555
| +0.9% | +$41.7K | 2.45% | 25 |
|
|
2014
Q1 | $4.94M | Buy |
64,611
+748
| +1% | +$57.2K | 2.57% | 22 |
|
|
2013
Q4 | $5.03M | Hold |
63,863
| – | – | 2.66% | 21 |
|
|
2013
Q3 | $4.72M | Buy |
63,863
+1,015
| +2% | +$75.1K | 2.72% | 20 |
|
|
2013
Q2 | $4.68M | Buy |
+62,848
| New | +$4.68M | 2.9% | 20 |
|