Schaper Benz & Wise Investment Counsel’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $551K | Sell |
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|
2025
Q2 | $538K | Buy |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $537K | Sell |
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|
2024
Q3 | $486K | Sell |
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|
2024
Q2 | $476K | Hold |
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|
2024
Q1 | $423K | Buy |
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|
2023
Q4 | $322K | Buy |
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|
2023
Q3 | $326K | Hold |
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|
2023
Q2 | $320K | Hold |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $273K | Hold |
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | $307K | Hold |
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|
2021
Q4 | $298K | Hold |
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|
2021
Q3 | $287K | Buy |
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