Searle & Co’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,813
| Closed | -$247K | – | 186 |
|
|
2025
Q1 | $247K | Buy |
2,813
+2
| +0.1% | +$176 | 0.07% | 154 |
|
|
2024
Q4 | $254K | Buy |
+2,811
| New | +$254K | 0.07% | 159 |
|
|
2018
Q3 | – | Sell |
-12,150
| Closed | -$347K | – | 136 |
|
|
2018
Q2 | $347K | Buy |
12,150
+1,500
| +14% | +$42.8K | 0.22% | 97 |
|
|
2018
Q1 | $316K | Buy |
+10,650
| New | +$316K | 0.21% | 102 |
|
|
2015
Q3 | – | Sell |
-600
| Closed | -$14K | – | 258 |
|
|
2015
Q2 | $14K | Sell |
600
-1,500
| -71% | -$35K | 0.01% | 259 |
|
|
2015
Q1 | $57K | Hold |
2,100
| – | – | 0.05% | 160 |
|
|
2014
Q4 | $60K | Buy |
+2,100
| New | +$60K | 0.05% | 186 |
|