Tarbox Family Office’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $346K | Hold |
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|
2025
Q2 | $328K | Hold |
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|
2025
Q1 | $295K | Sell |
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|
2024
Q4 | $305K | Buy |
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|
2024
Q3 | $271K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $92K | Sell |
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|
2021
Q4 | $126K | Hold |
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|
2021
Q3 | $122K | Sell |
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|
2021
Q2 | $131K | Hold |
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|
2021
Q1 | $127K | Buy |
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|
2020
Q4 | $132K | Buy |
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|
2020
Q3 | $120K | Buy |
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|
2020
Q2 | $102K | Buy |
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|
2020
Q1 | $76K | Buy |
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|
2019
Q4 | $76K | Sell |
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|
2019
Q3 | $78K | Hold |
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|
2019
Q2 | $73K | Buy |
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|
2019
Q1 | $56K | Hold |
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|
2018
Q4 | $53K | Sell |
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|
2018
Q3 | $57K | Hold |
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|
2018
Q2 | $52K | Sell |
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|
2018
Q1 | $56K | Buy |
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|
2017
Q4 | $57K | Buy |
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|
2017
Q3 | $45K | Buy |
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|
2017
Q2 | $39K | Hold |
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|
2017
Q1 | $37K | Hold |
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|
2016
Q4 | $36K | Hold |
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|
2016
Q3 | $37K | Hold |
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|
2016
Q2 | $38K | Hold |
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|
2016
Q1 | $35K | Sell |
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|
2015
Q4 | $32K | Buy |
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|
2015
Q3 | $32K | Sell |
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|
2015
Q2 | $37K | Sell |
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|
2015
Q1 | $43K | Sell |
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|
2014
Q4 | $71K | Sell |
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|
2014
Q3 | $111K | Buy |
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|
2014
Q2 | $105K | Hold |
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|
2014
Q1 | $108K | Sell |
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|
2013
Q4 | $145K | Buy |
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