Riverview Trust Company’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $76.9K | Sell |
786
-3,958
| -83% | -$387K | 0.1% | 107 |
|
2025
Q1 | $416K | Sell |
4,744
-90
| -2% | -$7.9K | 0.41% | 47 |
|
2024
Q4 | $437K | Buy |
4,834
+15
| +0.3% | +$1.36K | 0.4% | 47 |
|
2024
Q3 | $389K | Buy |
4,819
+103
| +2% | +$8.32K | 0.34% | 57 |
|
2024
Q2 | $319K | Hold |
4,716
| – | – | 0.3% | 59 |
|
2024
Q1 | $284K | Hold |
4,716
| – | – | 0.22% | 76 |
|
2023
Q4 | $248K | Buy |
4,716
+300
| +7% | +$15.8K | 0.25% | 86 |
|
2023
Q3 | $235K | Hold |
4,416
| – | – | 0.21% | 83 |
|
2023
Q2 | $231K | Sell |
4,416
-54
| -1% | -$2.83K | 0.21% | 76 |
|
2023
Q1 | $220K | Sell |
4,470
-2,790
| -38% | -$137K | 0.2% | 85 |
|
2022
Q4 | $343K | Buy |
7,260
+1,227
| +20% | +$58K | 0.32% | 56 |
|
2022
Q3 | $261K | Sell |
6,033
-705
| -10% | -$30.5K | 0.25% | 70 |
|
2022
Q2 | $273K | Buy |
6,738
+1,101
| +20% | +$44.6K | 0.24% | 72 |
|
2022
Q1 | $280K | Buy |
5,637
+2,676
| +90% | +$133K | 0.21% | 79 |
|
2021
Q4 | $143 | Hold |
2,961
| – | – | 0.08% | 101 |
|
2021
Q3 | $138K | Hold |
2,961
| – | – | 0.15% | 100 |
|
2021
Q2 | $139K | Hold |
2,961
| – | – | 0.15% | 101 |
|
2021
Q1 | $134K | Hold |
2,961
| – | – | 0.15% | 98 |
|
2020
Q4 | $142K | Hold |
2,961
| – | – | 0.16% | 94 |
|
2020
Q3 | $138K | Sell |
2,961
-6,009
| -67% | -$280K | 0.16% | 92 |
|
2020
Q2 | $358K | Hold |
8,970
| – | – | 0.35% | 56 |
|
2020
Q1 | $340K | Buy |
8,970
+1,200
| +15% | +$45.5K | 0.33% | 54 |
|
2019
Q4 | $308K | Hold |
7,770
| – | – | 0.21% | 83 |
|
2019
Q3 | $307K | Hold |
7,770
| – | – | 0.21% | 83 |
|
2019
Q2 | $286K | Sell |
7,770
-72
| -0.9% | -$2.65K | 0.2% | 90 |
|
2019
Q1 | $255K | Buy |
7,842
+171
| +2% | +$5.56K | 0.19% | 94 |
|
2018
Q4 | $238K | Buy |
+7,671
| New | +$238K | 0.19% | 92 |
|