Townsend & Associates’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
144,877
-14,828
| -9% | -$1.45M | 1.4% | 30 |
|
|
2025
Q1 | $14.8M | Sell |
159,705
-71,474
| -31% | -$6.6M | 1.54% | 29 |
|
|
2024
Q4 | $21.5M | Sell |
231,179
-1,997
| -0.9% | -$186K | 2.2% | 15 |
|
|
2024
Q3 | $19.4M | Buy |
233,176
+3,242
| +1% | +$270K | 1.99% | 15 |
|
|
2024
Q2 | $16M | Buy |
229,934
+5,556
| +2% | +$388K | 1.78% | 22 |
|
|
2024
Q1 | $13.3M | Buy |
224,378
+5,132
| +2% | +$303K | 1.55% | 32 |
|
|
2023
Q4 | $11.7M | Buy |
219,246
+102,519
| +88% | +$5.48M | 1.47% | 32 |
|
|
2023
Q3 | $6.27M | Buy |
116,727
+46,938
| +67% | +$2.52M | 1.32% | 29 |
|
|
2023
Q2 | $3.7M | Buy |
69,789
+33,018
| +90% | +$1.75M | 0.95% | 38 |
|
|
2023
Q1 | $1.85M | Buy |
36,771
+26,463
| +257% | +$1.33M | 0.74% | 52 |
|
|
2022
Q4 | $501K | Buy |
+10,308
| New | +$501K | 0.25% | 73 |
|