Shelter Mutual Insurance’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Hold |
165,666
| – | – | 3.76% | 4 |
|
|
2025
Q1 | $14.5M | Hold |
165,666
| – | – | 3.51% | 4 |
|
|
2024
Q4 | $15M | Hold |
165,666
| – | – | 3.73% | 3 |
|
|
2024
Q3 | $13.9M | Hold |
165,666
| – | – | 3.32% | 5 |
|
|
2024
Q2 | $11.2M | Hold |
165,666
| – | – | 2.92% | 9 |
|
|
2024
Q1 | $9.97M | Hold |
165,666
| – | – | 2.57% | 15 |
|
|
2023
Q4 | $8.71M | Sell |
165,666
-38,850
| -19% | -$2.04M | 2.4% | 20 |
|
|
2023
Q3 | $10.9M | Sell |
204,516
-18,600
| -8% | -$992K | 3.04% | 4 |
|
|
2023
Q2 | $11.7M | Hold |
223,116
| – | – | 2.84% | 8 |
|
|
2023
Q1 | $11M | Hold |
223,116
| – | – | 3.06% | 12 |
|
|
2022
Q4 | $10.5M | Hold |
223,116
| – | – | 3.03% | 12 |
|
|
2022
Q3 | $9.65M | Hold |
223,116
| – | – | 3.12% | 9 |
|
|
2022
Q2 | $9.04M | Hold |
223,116
| – | – | 2.74% | 14 |
|
|
2022
Q1 | $11.1M | Hold |
223,116
| – | – | 2.9% | 14 |
|
|
2021
Q4 | $10.8M | Hold |
223,116
| – | – | 2.79% | 13 |
|
|
2021
Q3 | $10.4M | Sell |
223,116
-3,300
| -1% | -$153K | 2.92% | 11 |
|
|
2021
Q2 | $10.6M | Sell |
226,416
-25,200
| -10% | -$1.18M | 2.97% | 12 |
|
|
2021
Q1 | $11.4M | Hold |
251,616
| – | – | 3.2% | 8 |
|
|
2020
Q4 | $12.1M | Hold |
251,616
| – | – | 3.79% | 6 |
|
|
2020
Q3 | $11.7M | Hold |
251,616
| – | – | 4.02% | 6 |
|
|
2020
Q2 | $10M | Sell |
251,616
-38,820
| -13% | -$1.55M | 3.75% | 8 |
|
|
2020
Q1 | $11M | Hold |
290,436
| – | – | 4.61% | 4 |
|
|
2019
Q4 | $11.5M | Hold |
290,436
| – | – | 3.91% | 5 |
|
|
2019
Q3 | $11.5M | Hold |
290,436
| – | – | 3.35% | 10 |
|
|
2019
Q2 | $10.7M | Sell |
290,436
-27,990
| -9% | -$1.03M | 3.05% | 10 |
|
|
2019
Q1 | $10.4M | Hold |
318,426
| – | – | 3.05% | 8 |
|
|
2018
Q4 | $9.89M | Hold |
318,426
| – | – | 3.16% | 10 |
|
|
2018
Q3 | $9.97M | Hold |
318,426
| – | – | 2.79% | 11 |
|
|
2018
Q2 | $9.09M | Sell |
318,426
-35,400
| -10% | -$1.01M | 2.69% | 12 |
|
|
2018
Q1 | $10.5M | Hold |
353,826
| – | – | 3.14% | 9 |
|
|
2017
Q4 | $11.6M | Hold |
353,826
| – | – | 3.47% | 8 |
|
|
2017
Q3 | $9.22M | Sell |
353,826
-33,300
| -9% | -$867K | 2.88% | 12 |
|
|
2017
Q2 | $9.77M | Hold |
387,126
| – | – | 3% | 13 |
|
|
2017
Q1 | $9.3M | Hold |
387,126
| – | – | 2.85% | 14 |
|
|
2016
Q4 | $8.92M | Hold |
387,126
| – | – | 2.74% | 17 |
|
|
2016
Q3 | $9.31M | Hold |
387,126
| – | – | 2.88% | 16 |
|
|
2016
Q2 | $9.42M | Hold |
387,126
| – | – | 2.86% | 18 |
|
|
2016
Q1 | $8.84M | Hold |
387,126
| – | – | 2.71% | 15 |
|
|
2015
Q4 | $7.91M | Hold |
387,126
| – | – | 2.46% | 20 |
|
|
2015
Q3 | $8.37M | Hold |
387,126
| – | – | 2.74% | 15 |
|
|
2015
Q2 | $9.15M | Hold |
387,126
| – | – | 2.76% | 14 |
|
|
2015
Q1 | $10.6M | Hold |
387,126
| – | – | 3.32% | 9 |
|
|
2014
Q4 | $11.1M | Hold |
387,126
| – | – | 2.98% | 12 |
|
|
2014
Q3 | $9.87M | Hold |
387,126
| – | – | 2.72% | 13 |
|
|
2014
Q2 | $9.72M | Hold |
387,126
| – | – | 2.66% | 16 |
|
|
2014
Q1 | $9.86M | Hold |
387,126
| – | – | 2.71% | 11 |
|
|
2013
Q4 | $10.2M | Hold |
387,126
| – | – | 2.69% | 12 |
|
|
2013
Q3 | $9.54M | Hold |
387,126
| – | – | 2.73% | 11 |
|
|
2013
Q2 | $9.61M | Buy |
+387,126
| New | +$9.61M | 2.84% | 11 |
|