Richard C. Young & Co’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Buy |
195,707
+1,264
| +0.7% | +$124K | 1.89% | 21 |
|
|
2025
Q1 | $17.1M | Buy |
194,443
+323
| +0.2% | +$28.4K | 1.83% | 20 |
|
|
2024
Q4 | $17.5M | Sell |
194,120
-2,627
| -1% | -$237K | 1.91% | 20 |
|
|
2024
Q3 | $15.9M | Buy |
196,747
+3,535
| +2% | +$285K | 1.74% | 25 |
|
|
2024
Q2 | $13.1M | Buy |
193,212
+7,435
| +4% | +$503K | 1.59% | 31 |
|
|
2024
Q1 | $11.2M | Buy |
185,777
+12,302
| +7% | +$740K | 1.4% | 41 |
|
|
2023
Q4 | $9.12M | Buy |
173,475
+6,942
| +4% | +$365K | 1.22% | 44 |
|
|
2023
Q3 | $8.88M | Sell |
166,533
-1,239
| -0.7% | -$66.1K | 1.26% | 40 |
|
|
2023
Q2 | $8.79M | Sell |
167,772
-2,409
| -1% | -$126K | 1.21% | 41 |
|
|
2023
Q1 | $8.36M | Sell |
170,181
-23,466
| -12% | -$1.15M | 1.15% | 41 |
|
|
2022
Q4 | $9.15M | Sell |
193,647
-6,792
| -3% | -$321K | 1.22% | 38 |
|
|
2022
Q3 | $8.67M | Sell |
200,439
-3,264
| -2% | -$141K | 1.33% | 37 |
|
|
2022
Q2 | $8.26M | Buy |
203,703
+552
| +0.3% | +$22.4K | 1.07% | 43 |
|
|
2022
Q1 | $10.1M | Sell |
203,151
-6,831
| -3% | -$339K | 1.29% | 36 |
|
|
2021
Q4 | $10.1M | Sell |
209,982
-3,465
| -2% | -$167K | 1.28% | 35 |
|
|
2021
Q3 | $9.92M | Sell |
213,447
-915
| -0.4% | -$42.5K | 1.36% | 33 |
|
|
2021
Q2 | $10.1M | Sell |
214,362
-786
| -0.4% | -$36.9K | 1.28% | 35 |
|
|
2021
Q1 | $9.74M | Buy |
215,148
+1,350
| +0.6% | +$61.1K | 1.29% | 35 |
|
|
2020
Q4 | $10.3M | Buy |
213,798
+1,788
| +0.8% | +$85.9K | 1.56% | 29 |
|
|
2020
Q3 | $9.89M | Buy |
212,010
+1,785
| +0.8% | +$83.2K | 1.59% | 24 |
|
|
2020
Q2 | $8.39M | Buy |
210,225
+918
| +0.4% | +$36.7K | 1.4% | 31 |
|
|
2020
Q1 | $7.93M | Buy |
209,307
+4,047
| +2% | +$153K | 1.54% | 28 |
|
|
2019
Q4 | $8.13M | Buy |
205,260
+6,147
| +3% | +$244K | 1.35% | 38 |
|
|
2019
Q3 | $7.88M | Buy |
199,113
+3,270
| +2% | +$129K | 1.42% | 36 |
|
|
2019
Q2 | $7.21M | Buy |
195,843
+26,490
| +16% | +$976K | 1.37% | 37 |
|
|
2019
Q1 | $5.51M | Buy |
169,353
+8,211
| +5% | +$267K | 1.05% | 46 |
|
|
2018
Q4 | $5M | Sell |
161,142
-4,584
| -3% | -$142K | 1.07% | 34 |
|
|
2018
Q3 | $5.19M | Buy |
165,726
+810
| +0.5% | +$25.4K | 0.99% | 41 |
|
|
2018
Q2 | $4.71M | Buy |
164,916
+5,484
| +3% | +$157K | 0.95% | 40 |
|
|
2018
Q1 | $4.73M | Buy |
159,432
+7,155
| +5% | +$212K | 0.94% | 39 |
|
|
2017
Q4 | $5.01M | Buy |
152,277
+136,080
| +840% | +$4.48M | 0.94% | 40 |
|
|
2017
Q3 | $422K | Buy |
+16,197
| New | +$422K | 0.08% | 61 |
|