RWM
Ritholtz Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
219,958
+17,749
| +9% | +$1.74M | 0.47% | 30 |
|
|
2025
Q1 | $17.8M | Sell |
202,209
-2,129
| -1% | -$187K | 0.53% | 30 |
|
|
2024
Q4 | $18.5M | Buy |
204,338
+10,786
| +6% | +$975K | 0.54% | 29 |
|
|
2024
Q3 | $15.6M | Buy |
193,552
+3,833
| +2% | +$310K | 0.47% | 32 |
|
|
2024
Q2 | $12.8M | Buy |
189,719
+2,839
| +2% | +$192K | 0.42% | 34 |
|
|
2024
Q1 | $11.2M | Buy |
186,880
+126,405
| +209% | +$7.61M | 0.39% | 35 |
|
|
2023
Q4 | $9.53M | Buy |
60,475
+3,033
| +5% | +$478K | 0.37% | 35 |
|
|
2023
Q3 | $9.19M | Buy |
57,442
+2,521
| +5% | +$403K | 0.41% | 33 |
|
|
2023
Q2 | $8.63M | Buy |
54,921
+2,767
| +5% | +$435K | 0.39% | 32 |
|
|
2023
Q1 | $7.69M | Buy |
52,154
+5,665
| +12% | +$835K | 0.38% | 35 |
|
|
2022
Q4 | $6.59M | Buy |
46,489
+18,679
| +67% | +$2.65M | 0.37% | 38 |
|
|
2022
Q3 | $3.61M | Buy |
27,810
+20,694
| +291% | +$2.68M | 0.19% | 70 |
|
|
2022
Q2 | $865K | Sell |
7,116
-785
| -10% | -$95.4K | 0.05% | 210 |
|
|
2022
Q1 | $1.18M | Buy |
7,901
+4
| +0.1% | +$596 | 0.08% | 155 |
|
|
2021
Q4 | $1.14M | Sell |
7,897
-329
| -4% | -$47.6K | 0.07% | 146 |
|
|
2021
Q3 | $1.15M | Sell |
8,226
-733
| -8% | -$102K | 0.08% | 122 |
|
|
2021
Q2 | $1.26M | Buy |
8,959
+711
| +9% | +$100K | 0.09% | 106 |
|
|
2021
Q1 | $1.12M | Buy |
8,248
+4,474
| +119% | +$608K | 0.09% | 102 |
|
|
2020
Q4 | $544K | Buy |
3,774
+1,097
| +41% | +$158K | 0.05% | 152 |
|
|
2020
Q3 | $375K | Buy |
2,677
+835
| +45% | +$117K | 0.04% | 169 |
|
|
2020
Q2 | $221K | Buy |
1,842
+35
| +2% | +$4.2K | 0.03% | 227 |
|
|
2020
Q1 | $205K | Buy |
+1,807
| New | +$205K | 0.03% | 143 |
|
|
2018
Q3 | – | Sell |
-3,185
| Closed | -$273K | – | 120 |
|
|
2018
Q2 | $273K | Sell |
3,185
-855
| -21% | -$73.3K | 0.07% | 95 |
|
|
2018
Q1 | $359K | Buy |
4,040
+760
| +23% | +$67.5K | 0.1% | 73 |
|
|
2017
Q4 | $324K | Buy |
+3,280
| New | +$324K | 0.1% | 86 |
|