SWK
Stephen W. Kidder’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
13,015
-300
| -2% | -$29.3K | 0.38% | 39 |
|
|
2025
Q1 | $1.17M | Sell |
13,315
-325
| -2% | -$28.5K | 0.36% | 39 |
|
|
2024
Q4 | $1.23M | Sell |
13,640
-600
| -4% | -$54.2K | 0.37% | 38 |
|
|
2024
Q3 | $1.15M | Sell |
14,240
-825
| -5% | -$66.6K | 0.34% | 37 |
|
|
2024
Q2 | $1.02M | Sell |
15,065
-715
| -5% | -$48.4K | 0.32% | 42 |
|
|
2024
Q1 | $949K | Buy |
15,780
+6,220
| +65% | -$776K | 0.3% | 45 |
|
|
2023
Q4 | $1.51M | Sell |
9,560
-290
| -3% | -$45.7K | 0.49% | 37 |
|
|
2023
Q3 | $1.58M | Sell |
9,850
-125
| -1% | -$20K | 0.55% | 35 |
|
|
2023
Q2 | $1.57M | Hold |
9,975
| – | – | 0.51% | 38 |
|
|
2023
Q1 | $1.47M | Hold |
9,975
| – | – | 0.51% | 35 |
|
|
2022
Q4 | $1.41M | Buy |
9,975
+400
| +4% | +$56.7K | 0.52% | 36 |
|
|
2022
Q3 | $1.24M | Hold |
9,575
| – | – | 0.51% | 39 |
|
|
2022
Q2 | $1.16M | Sell |
9,575
-100
| -1% | -$12.2K | 0.45% | 39 |
|
|
2022
Q1 | $1.44M | Sell |
9,675
-25
| -0.3% | -$3.73K | 0.47% | 38 |
|
|
2021
Q4 | $1.4M | Sell |
9,700
-50
| -0.5% | -$7.23K | 0.43% | 41 |
|
|
2021
Q3 | $1.36M | Hold |
9,750
| – | – | 0.43% | 41 |
|
|
2021
Q2 | $1.37M | Hold |
9,750
| – | – | 0.42% | 41 |
|
|
2021
Q1 | $1.32M | Hold |
9,750
| – | – | 0.43% | 41 |
|
|
2020
Q4 | $1.41M | Sell |
9,750
-452
| -4% | -$65.2K | 0.47% | 38 |
|
|
2020
Q3 | $1.43M | Hold |
10,202
| – | – | 0.51% | 39 |
|
|
2020
Q2 | $1.22M | Sell |
10,202
-100
| -1% | -$12K | 0.47% | 39 |
|
|
2020
Q1 | $1.17M | Hold |
10,302
| – | – | 0.53% | 37 |
|
|
2019
Q4 | $1.23M | Hold |
10,302
| – | – | 0.45% | 43 |
|
|
2019
Q3 | $1.22M | Sell |
10,302
-100
| -1% | -$11.9K | 0.48% | 41 |
|
|
2019
Q2 | $1.15M | Sell |
10,402
-303
| -3% | -$33.5K | 0.46% | 43 |
|
|
2019
Q1 | $1.04M | Sell |
10,705
-675
| -6% | -$65.8K | 0.42% | 43 |
|
|
2018
Q4 | $1.06M | Sell |
11,380
-350
| -3% | -$32.6K | 0.47% | 41 |
|
|
2018
Q3 | $1.1M | Hold |
11,730
| – | – | 0.4% | 45 |
|
|
2018
Q2 | $1M | Sell |
11,730
-250
| -2% | -$21.4K | 0.39% | 47 |
|
|
2018
Q1 | $1.07M | Sell |
11,980
-650
| -5% | -$57.8K | 0.41% | 47 |
|
|
2017
Q4 | $1.25M | Sell |
12,630
-400
| -3% | -$39.5K | 0.45% | 44 |
|
|
2017
Q3 | $1.02M | Sell |
13,030
-800
| -6% | -$62.5K | 0.38% | 48 |
|
|
2017
Q2 | $1.05M | Sell |
13,830
-850
| -6% | -$64.3K | 0.4% | 50 |
|
|
2017
Q1 | $1.06M | Sell |
14,680
-1,000
| -6% | -$72.1K | 0.41% | 52 |
|
|
2016
Q4 | $1.08M | Sell |
15,680
-1,920
| -11% | -$133K | 0.44% | 51 |
|
|
2016
Q3 | $1.27M | Hold |
17,600
| – | – | 0.5% | 46 |
|
|
2016
Q2 | $1.28M | Sell |
17,600
-350
| -2% | -$25.5K | 0.51% | 46 |
|
|
2016
Q1 | $1.23M | Sell |
17,950
-400
| -2% | -$27.4K | 0.5% | 48 |
|
|
2015
Q4 | $1.12M | Sell |
18,350
-91
| -0.5% | -$5.57K | 0.48% | 50 |
|
|
2015
Q3 | $1.2M | Hold |
18,441
| – | – | 0.6% | 43 |
|
|
2015
Q2 | $1.31M | Sell |
18,441
-367
| -2% | -$26K | 0.59% | 44 |
|
|
2015
Q1 | $1.55M | Sell |
18,808
-9
| -0% | -$740 | 0.67% | 43 |
|
|
2014
Q4 | $1.62M | Hold |
18,817
| – | – | 0.7% | 43 |
|
|
2014
Q3 | $1.44M | Buy |
+18,817
| New | +$1.44M | 0.65% | 44 |
|