Roble Belko & Company’s Walmart WMT Stock Holding History

Roble Belko & Company’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10K	Sell	103 -51	-33%	-$4.95K	﹤0.01%	273
2025 Q1	$14K	Buy	154 +57	+59%	+$5.18K	﹤0.01%	240
2024 Q4	$9K	Hold	97	–	–	﹤0.01%	254
2024 Q3	$8K	Sell	97 -291	-75%	-$24K	﹤0.01%	249
2024 Q2	$26K	Buy	388 +31	+9%	+$2.08K	﹤0.01%	199
2024 Q1	$21K	Sell	357 -21	-6%	-$1.24K	﹤0.01%	214
2023 Q4	$20K	Hold	378	–	–	﹤0.01%	206
2023 Q3	$20K	Hold	378	–	–	﹤0.01%	182
2023 Q2	$20K	Buy	378 +21	+6%	+$1.11K	﹤0.01%	186
2023 Q1	$18K	Hold	357	–	–	﹤0.01%	205
2022 Q4	$17K	Hold	357	–	–	﹤0.01%	223
2022 Q3	$15K	Buy	357 +12	+3%	+$504	﹤0.01%	220
2022 Q2	$14K	Hold	345	–	–	﹤0.01%	229
2022 Q1	$17K	Hold	345	–	–	﹤0.01%	258
2021 Q4	$17K	Hold	345	–	–	﹤0.01%	230
2021 Q3	$16K	Hold	345	–	–	﹤0.01%	225
2021 Q2	$16K	Hold	345	–	–	﹤0.01%	238
2021 Q1	$16K	Sell	345 -261	-43%	-$12.1K	﹤0.01%	227
2020 Q4	$29K	Hold	606	–	–	0.01%	167
2020 Q3	$28K	Buy	606 +3	+0.5%	+$139	0.01%	168
2020 Q2	$24K	Hold	603	–	–	0.01%	183
2020 Q1	$23K	Buy	603 +3	+0.5%	+$114	0.01%	186
2019 Q4	$24K	Hold	600	–	–	0.01%	199
2019 Q3	$24K	Hold	600	–	–	0.01%	188
2019 Q2	$22K	Buy	600 +3	+0.5%	+$110	0.01%	195
2019 Q1	$19K	Buy	597 +3	+0.5%	+$95	0.01%	173
2018 Q4	$18K	Hold	594	–	–	0.01%	160
2018 Q3	$19K	Hold	594	–	–	0.01%	167
2018 Q2	$17K	Sell	594 -18	-3%	-$515	0.01%	180
2018 Q1	$18K	Sell	612 -369	-38%	-$10.9K	0.01%	186
2017 Q4	$32K	Hold	981	–	–	0.01%	143
2017 Q3	$26K	Hold	981	–	–	0.01%	125
2017 Q2	$25K	Hold	981	–	–	0.01%	127
2017 Q1	$24K	Hold	981	–	–	0.01%	132
2016 Q4	$23K	Sell	981 -621	-39%	-$14.6K	0.01%	143
2016 Q3	$39K	Buy	1,602 +321	+25%	+$7.82K	0.02%	123
2016 Q2	$31K	Hold	1,281	–	–	0.02%	120
2016 Q1	$29K	Hold	1,281	–	–	0.02%	116
2015 Q4	$26K	Buy	1,281 +615	+92%	+$12.5K	0.02%	111
2015 Q3	$14K	Hold	666	–	–	0.01%	130
2015 Q2	$16K	Hold	666	–	–	0.01%	141
2015 Q1	$18K	Buy	+666	New	+$18K	0.01%	138