Shufro Rose & 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 | $856K | Sell |
9,747
-1,600
| -14% | -$140K | 0.07% | 121 |
|
|
2025
Q1 | $996K | Sell |
11,347
-800
| -7% | -$70.2K | 0.08% | 117 |
|
|
2024
Q4 | $1.1M | Buy |
12,147
+1,440
| +13% | +$130K | 0.08% | 107 |
|
|
2024
Q3 | $725K | Hold |
10,707
| – | – | 0.06% | 135 |
|
|
2024
Q2 | $725K | Buy |
10,707
+810
| +8% | +$54.8K | 0.06% | 135 |
|
|
2024
Q1 | $595K | Hold |
9,897
| – | – | 0.05% | 148 |
|
|
2023
Q4 | $528K | Hold |
9,897
| – | – | 0.05% | 149 |
|
|
2023
Q3 | $528K | Hold |
9,897
| – | – | 0.05% | 148 |
|
|
2023
Q2 | $519K | Buy |
9,897
+600
| +6% | +$31.4K | 0.05% | 162 |
|
|
2023
Q1 | $457K | Sell |
9,297
-360
| -4% | -$17.7K | 0.04% | 179 |
|
|
2022
Q4 | $456K | Buy |
9,657
+240
| +3% | +$11.3K | 0.04% | 180 |
|
|
2022
Q3 | $407K | Buy |
9,417
+120
| +1% | +$5.19K | 0.04% | 184 |
|
|
2022
Q2 | $377K | Sell |
9,297
-288
| -3% | -$11.7K | 0.03% | 195 |
|
|
2022
Q1 | $476K | Sell |
9,585
-1,326
| -12% | -$65.9K | 0.04% | 189 |
|
|
2021
Q4 | $526K | Sell |
10,911
-900
| -8% | -$43.4K | 0.04% | 179 |
|
|
2021
Q3 | $549K | Buy |
11,811
+426
| +4% | +$19.8K | 0.04% | 161 |
|
|
2021
Q2 | $535K | Buy |
11,385
+126
| +1% | +$5.92K | 0.04% | 154 |
|
|
2021
Q1 | $510K | Buy |
11,259
+6
| +0.1% | +$272 | 0.04% | 159 |
|
|
2020
Q4 | $541K | Buy |
11,253
+1,950
| +21% | +$93.7K | 0.05% | 160 |
|
|
2020
Q3 | $434K | Buy |
9,303
+1,512
| +19% | +$70.5K | 0.04% | 169 |
|
|
2020
Q2 | $311K | Sell |
7,791
-1,785
| -19% | -$71.3K | 0.03% | 202 |
|
|
2020
Q1 | $363K | Sell |
9,576
-2,949
| -24% | -$112K | 0.04% | 176 |
|
|
2019
Q4 | $496K | Buy |
12,525
+1,644
| +15% | +$65.1K | 0.04% | 164 |
|
|
2019
Q3 | $430K | Sell |
10,881
-75
| -0.7% | -$2.96K | 0.04% | 171 |
|
|
2019
Q2 | $404K | Buy |
10,956
+75
| +0.7% | +$2.77K | 0.04% | 188 |
|
|
2019
Q1 | $354K | Buy |
+10,881
| New | +$354K | 0.04% | 198 |
|