Tandem Investment Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
10,946
-1,034
| -9% | -$101K | 0.04% | 45 |
|
|
2025
Q1 | $1.05M | Sell |
11,980
-6,563
| -35% | -$576K | 0.04% | 46 |
|
|
2024
Q4 | $1.68M | Buy |
18,543
+1,249
| +7% | +$113K | 0.06% | 43 |
|
|
2024
Q3 | $1.4M | Buy |
17,294
+3,208
| +23% | +$259K | 0.05% | 46 |
|
|
2024
Q2 | $954K | Sell |
14,086
-981
| -7% | -$66.4K | 0.04% | 47 |
|
|
2024
Q1 | $907K | Sell |
15,067
-5,636
| -27% | -$339K | 0.04% | 49 |
|
|
2023
Q4 | $1.09M | Sell |
20,703
-1,440
| -7% | -$75.7K | 0.04% | 50 |
|
|
2023
Q3 | $1.18M | Buy |
+22,143
| New | +$1.18M | 0.05% | 51 |
|
|
2023
Q2 | – | Sell |
-4,344
| Closed | -$213K | – | 80 |
|
|
2023
Q1 | $213K | Sell |
4,344
-2,025
| -32% | -$99.3K | 0.01% | 73 |
|
|
2022
Q4 | $301K | Buy |
6,369
+1,668
| +35% | +$78.8K | 0.02% | 70 |
|
|
2022
Q3 | $203K | Sell |
4,701
-399
| -8% | -$17.2K | 0.01% | 80 |
|
|
2022
Q2 | $207K | Buy |
5,100
+603
| +13% | +$24.5K | 0.01% | 76 |
|
|
2022
Q1 | $223K | Sell |
4,497
-4,716
| -51% | -$234K | 0.01% | 67 |
|
|
2021
Q4 | $444K | Sell |
9,213
-216
| -2% | -$10.4K | 0.03% | 58 |
|
|
2021
Q3 | $438K | Buy |
9,429
+1,689
| +22% | +$78.5K | 0.04% | 53 |
|
|
2021
Q2 | $364K | Sell |
7,740
-1,509
| -16% | -$71K | 0.03% | 54 |
|
|
2021
Q1 | $419K | Sell |
9,249
-129
| -1% | -$5.84K | 0.04% | 50 |
|
|
2020
Q4 | $451K | Buy |
9,378
+159
| +2% | +$7.65K | 0.05% | 50 |
|
|
2020
Q3 | $430K | Sell |
9,219
-21
| -0.2% | -$979 | 0.05% | 48 |
|
|
2020
Q2 | $369K | Buy |
9,240
+2,673
| +41% | +$107K | 0.05% | 52 |
|
|
2020
Q1 | $249K | Buy |
6,567
+642
| +11% | +$24.3K | 0.04% | 57 |
|
|
2019
Q4 | $235K | Sell |
5,925
-3
| -0.1% | -$119 | 0.04% | 61 |
|
|
2019
Q3 | $234K | Sell |
5,928
-420
| -7% | -$16.6K | 0.04% | 56 |
|
|
2019
Q2 | $234K | Buy |
6,348
+153
| +2% | +$5.64K | 0.04% | 59 |
|
|
2019
Q1 | $201K | Buy |
+6,195
| New | +$201K | 0.04% | 69 |
|