Samalin Investment Counsel’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Sell |
6,212
-2,574
| -29% | -$252K | 0.23% | 130 |
|
|
2025
Q1 | $771K | Sell |
8,786
-7
| -0.1% | -$615 | 0.31% | 93 |
|
|
2024
Q4 | $794K | Sell |
8,793
-1
| -0% | -$90 | 0.34% | 85 |
|
|
2024
Q3 | $710K | Sell |
8,794
-233
| -3% | -$18.8K | 0.31% | 97 |
|
|
2024
Q2 | $611K | Buy |
9,027
+54
| +0.6% | +$3.66K | 0.29% | 108 |
|
|
2024
Q1 | $540K | Sell |
8,973
-210
| -2% | -$12.6K | 0.26% | 124 |
|
|
2023
Q4 | $483K | Hold |
9,183
| – | – | 0.24% | 133 |
|
|
2023
Q3 | $490K | Buy |
9,183
+12
| +0.1% | +$640 | 0.28% | 106 |
|
|
2023
Q2 | $481K | Buy |
9,171
+27
| +0.3% | +$1.42K | 0.26% | 118 |
|
|
2023
Q1 | $449K | Sell |
9,144
-150
| -2% | -$7.37K | 0.27% | 109 |
|
|
2022
Q4 | $439K | Buy |
9,294
+81
| +0.9% | +$3.83K | 0.28% | 113 |
|
|
2022
Q3 | $398K | Buy |
9,213
+309
| +3% | +$13.3K | 0.29% | 106 |
|
|
2022
Q2 | $361K | Sell |
8,904
-984
| -10% | -$39.9K | 0.25% | 122 |
|
|
2022
Q1 | $491K | Sell |
9,888
-129
| -1% | -$6.41K | 0.3% | 99 |
|
|
2021
Q4 | $483K | Sell |
10,017
-75
| -0.7% | -$3.62K | 0.29% | 99 |
|
|
2021
Q3 | $469K | Buy |
10,092
+891
| +10% | +$41.4K | 0.31% | 103 |
|
|
2021
Q2 | $433K | Buy |
9,201
+69
| +0.8% | +$3.25K | 0.28% | 115 |
|
|
2021
Q1 | $413K | Buy |
9,132
+294
| +3% | +$13.3K | 0.28% | 116 |
|
|
2020
Q4 | $425K | Sell |
8,838
-15
| -0.2% | -$721 | 0.32% | 99 |
|
|
2020
Q3 | $413K | Sell |
8,853
-126
| -1% | -$5.88K | 0.37% | 86 |
|
|
2020
Q2 | $358K | Buy |
8,979
+21
| +0.2% | +$837 | 0.38% | 82 |
|
|
2020
Q1 | $339K | Sell |
8,958
-147
| -2% | -$5.56K | 0.45% | 68 |
|
|
2019
Q4 | $360K | Buy |
+9,105
| New | +$360K | 0.3% | 91 |
|