Sawyer & 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 | $444K | Sell |
4,541
-165
| -4% | -$16.1K | 0.17% | 76 |
|
|
2025
Q1 | $413K | Sell |
4,706
-295
| -6% | -$25.9K | 0.17% | 78 |
|
|
2024
Q4 | $452K | Hold |
5,001
| – | – | 0.17% | 80 |
|
|
2024
Q3 | $404K | Sell |
5,001
-495
| -9% | -$40K | 0.15% | 85 |
|
|
2024
Q2 | $372K | Buy |
5,496
+105
| +2% | +$7.11K | 0.15% | 86 |
|
|
2024
Q1 | $324K | Buy |
5,391
+915
| +20% | +$55.1K | 0.13% | 89 |
|
|
2023
Q4 | $235K | Hold |
4,476
| – | – | 0.1% | 93 |
|
|
2023
Q3 | $239K | Sell |
4,476
-300
| -6% | -$16K | 0.11% | 91 |
|
|
2023
Q2 | $250K | Sell |
4,776
-240
| -5% | -$12.6K | 0.11% | 93 |
|
|
2023
Q1 | $252K | Sell |
5,016
-96
| -2% | -$4.82K | 0.14% | 90 |
|
|
2022
Q4 | $242K | Hold |
5,112
| – | – | 0.12% | 93 |
|
|
2022
Q3 | $221K | Hold |
5,112
| – | – | 0.12% | 94 |
|
|
2022
Q2 | $207K | Hold |
5,112
| – | – | 0.11% | 99 |
|
|
2022
Q1 | $254K | Sell |
5,112
-570
| -10% | -$28.3K | 0.11% | 95 |
|
|
2021
Q4 | $274K | Sell |
5,682
-33
| -0.6% | -$1.59K | 0.12% | 94 |
|
|
2021
Q3 | $266K | Sell |
5,715
-123
| -2% | -$5.73K | 0.13% | 93 |
|
|
2021
Q2 | $274K | Sell |
5,838
-96
| -2% | -$4.51K | 0.13% | 93 |
|
|
2021
Q1 | $269K | Sell |
5,934
-300
| -5% | -$13.6K | 0.13% | 91 |
|
|
2020
Q4 | $300K | Sell |
6,234
-720
| -10% | -$34.6K | 0.15% | 85 |
|
|
2020
Q3 | $324K | Hold |
6,954
| – | – | 0.19% | 83 |
|
|
2020
Q2 | $278K | Sell |
6,954
-1,410
| -17% | -$56.4K | 0.17% | 91 |
|
|
2020
Q1 | $317K | Sell |
8,364
-555
| -6% | -$21K | 0.25% | 83 |
|
|
2019
Q4 | $353K | Sell |
8,919
-1,350
| -13% | -$53.4K | 0.23% | 86 |
|
|
2019
Q3 | $406K | Sell |
10,269
-72
| -0.7% | -$2.85K | 0.29% | 77 |
|
|
2019
Q2 | $381K | Hold |
10,341
| – | – | 0.26% | 87 |
|
|
2019
Q1 | $336K | Hold |
10,341
| – | – | 0.22% | 91 |
|
|
2018
Q4 | $321K | Hold |
10,341
| – | – | 0.24% | 89 |
|
|
2018
Q3 | $324K | Hold |
10,341
| – | – | 0.2% | 95 |
|
|
2018
Q2 | $295K | Hold |
10,341
| – | – | 0.19% | 90 |
|
|
2018
Q1 | $307K | Sell |
10,341
-2,259
| -18% | -$67.1K | 0.21% | 90 |
|
|
2017
Q4 | $415K | Buy |
+12,600
| New | +$415K | 0.27% | 83 |
|