Schaper Benz & Wise 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 | $538K | Buy |
5,498
+600
| +12% | +$58.7K | 0.04% | 115 |
|
|
2025
Q1 | $430K | Sell |
4,898
-1,050
| -18% | -$92.2K | 0.03% | 121 |
|
|
2024
Q4 | $537K | Sell |
5,948
-75
| -1% | -$6.78K | 0.04% | 115 |
|
|
2024
Q3 | $486K | Sell |
6,023
-1,000
| -14% | -$80.8K | 0.04% | 117 |
|
|
2024
Q2 | $476K | Hold |
7,023
| – | – | 0.04% | 109 |
|
|
2024
Q1 | $423K | Buy |
7,023
+900
| +15% | +$54.2K | 0.04% | 116 |
|
|
2023
Q4 | $322K | Buy |
6,123
+9
| +0.1% | +$473 | 0.03% | 116 |
|
|
2023
Q3 | $326K | Hold |
6,114
| – | – | 0.03% | 115 |
|
|
2023
Q2 | $320K | Hold |
6,114
| – | – | 0.03% | 117 |
|
|
2023
Q1 | $301K | Sell |
6,114
-150
| -2% | -$7.37K | 0.03% | 119 |
|
|
2022
Q4 | $296K | Sell |
6,264
-51
| -0.8% | -$2.41K | 0.03% | 117 |
|
|
2022
Q3 | $273K | Hold |
6,315
| – | – | 0.03% | 118 |
|
|
2022
Q2 | $256K | Buy |
6,315
+138
| +2% | +$5.59K | 0.03% | 130 |
|
|
2022
Q1 | $307K | Hold |
6,177
| – | – | 0.03% | 128 |
|
|
2021
Q4 | $298K | Hold |
6,177
| – | – | 0.02% | 133 |
|
|
2021
Q3 | $287K | Buy |
+6,177
| New | +$287K | 0.03% | 114 |
|