Tortoise Investment Management’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $87.4K | Buy |
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|
2025
Q2 | $72.7K | Buy |
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|
2025
Q1 | $28.9K | Hold |
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|
2024
Q4 | $29.7K | Hold |
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|
2024
Q3 | $26.6K | Buy |
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|
2024
Q2 | $19.1K | Hold |
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|
2024
Q1 | $17K | Buy |
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|
2023
Q4 | $8.51K | Hold |
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|
2023
Q3 | $8.64K | Buy |
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|
2023
Q2 | $7.86K | Hold |
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|
2023
Q1 | $7.37K | Hold |
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|
2022
Q4 | $7.09K | Hold |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $15K | Buy |
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|
2021
Q3 | $7K | Sell |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $15K | Buy |
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|
2020
Q4 | $13K | Sell |
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|
2020
Q3 | $28K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $330K | Hold |
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|
2017
Q3 | $261K | Hold |
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|
2017
Q2 | $253K | Sell |
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|
2017
Q1 | $253K | Buy |
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|
2016
Q4 | $233K | Sell |
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|
2016
Q3 | $300K | Sell |
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|
2016
Q2 | $485K | Buy |
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|
2016
Q1 | $311K | Sell |
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|
2015
Q4 | $352K | Hold |
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|
2015
Q3 | $372K | Hold |
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|
2015
Q2 | $407K | Sell |
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|
2015
Q1 | $480K | Sell |
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|
2014
Q4 | $560K | Hold |
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|
2014
Q3 | $498K | Hold |
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|
2014
Q2 | $489K | Buy |
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|
2014
Q1 | $487K | Hold |
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|
2013
Q4 | $502K | Sell |
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|
2013
Q3 | $481K | Buy |
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|
2013
Q2 | $326K | Buy |
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