Terril Brothers’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Sell |
7,206
-50
| -0.7% | -$4.89K | 0.27% | 26 |
|
|
2025
Q1 | $637K | Buy |
7,256
+50
| +0.7% | +$4.39K | 0.24% | 26 |
|
|
2024
Q4 | $651K | Buy |
7,206
+867
| +14% | +$78.3K | 0.19% | 37 |
|
|
2024
Q3 | $512K | Hold |
6,339
| – | – | 0.17% | 36 |
|
|
2024
Q2 | $429K | Buy |
6,339
+1,440
| +29% | +$97.5K | 0.15% | 37 |
|
|
2024
Q1 | $295K | Hold |
4,899
| – | – | 0.1% | 48 |
|
|
2023
Q4 | $257K | Hold |
4,899
| – | – | 0.09% | 49 |
|
|
2023
Q3 | $261K | Buy |
4,899
+597
| +14% | +$31.8K | 0.13% | 45 |
|
|
2023
Q2 | $225K | Hold |
4,302
| – | – | 0.1% | 47 |
|
|
2023
Q1 | $211K | Buy |
+4,302
| New | +$211K | 0.1% | 43 |
|
|
2018
Q1 | – | Sell |
-7,401
| Closed | -$244K | – | 53 |
|
|
2017
Q4 | $244K | Buy |
+7,401
| New | +$244K | 0.08% | 51 |
|
|
2016
Q1 | – | Sell |
-11,463
| Closed | -$232K | – | 44 |
|
|
2015
Q4 | $232K | Hold |
11,463
| – | – | 0.1% | 41 |
|
|
2015
Q3 | $248K | Hold |
11,463
| – | – | 0.08% | 46 |
|
|
2015
Q2 | $272K | Sell |
11,463
-23,721
| -67% | -$563K | 0.08% | 47 |
|
|
2015
Q1 | $968K | Buy |
35,184
+23,721
| +207% | +$653K | 0.32% | 32 |
|
|
2014
Q4 | $328K | Buy |
11,463
+363
| +3% | +$10.4K | 0.1% | 46 |
|
|
2014
Q3 | $284K | Buy |
+11,100
| New | +$284K | 0.1% | 45 |
|