Tevis Investment Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
11,939
-3,439
| -22% | -$336K | 0.75% | 43 |
|
|
2025
Q1 | $1.39M | Hold |
15,378
| – | – | 1.03% | 33 |
|
|
2024
Q4 | $1.39M | Sell |
15,378
-69
| -0.4% | -$6.25K | 1.03% | 33 |
|
|
2024
Q3 | $1.25M | Sell |
15,447
-3,636
| -19% | -$294K | 0.92% | 35 |
|
|
2024
Q2 | $1.29M | Buy |
19,083
+165
| +0.9% | +$11.2K | 1.04% | 31 |
|
|
2024
Q1 | $1.14M | Sell |
18,918
-213
| -1% | -$12.8K | 0.97% | 36 |
|
|
2023
Q4 | $1.01M | Sell |
19,131
-39
| -0.2% | -$2.05K | 0.93% | 42 |
|
|
2023
Q3 | $1.02M | Hold |
19,170
| – | – | 1.04% | 38 |
|
|
2023
Q2 | $1M | Buy |
19,170
+18
| +0.1% | +$943 | 0.98% | 38 |
|
|
2023
Q1 | $941K | Hold |
19,152
| – | – | 0.96% | 38 |
|
|
2022
Q4 | $905K | Sell |
19,152
-96
| -0.5% | -$4.54K | 0.96% | 39 |
|
|
2022
Q3 | $831K | Buy |
19,248
+186
| +1% | +$8.03K | 0.81% | 45 |
|
|
2022
Q2 | $778K | Buy |
19,062
+6,852
| +56% | +$280K | 0.74% | 45 |
|
|
2022
Q1 | $603K | Sell |
12,210
-66
| -0.5% | -$3.26K | 0.55% | 55 |
|
|
2021
Q4 | $592K | Buy |
+12,276
| New | +$592K | 0.52% | 58 |
|