Truepoint Inc’s Walmart WMT Stock Holding History

Truepoint Inc’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$285K	Sell	2,918 -86	-3%	-$8.41K	0.01%	123
2025 Q1	$264K	Hold	3,004	–	–	0.01%	120
2024 Q4	$271K	Buy	+3,004	New	+$271K	0.01%	115
2024 Q1	–	Sell	-12,927	Closed	-$679K	–	244
2023 Q4	$679K	Sell	12,927 -2,784	-18%	-$146K	0.02%	109
2023 Q3	$838K	Buy	15,711 +8,145	+108%	+$434K	0.03%	84
2023 Q2	$396K	Buy	7,566 +36	+0.5%	+$1.89K	0.01%	114
2023 Q1	$370K	Sell	7,530 -48	-0.6%	-$2.36K	0.01%	110
2022 Q4	$358K	Sell	7,578 -372	-5%	-$17.6K	0.01%	116
2022 Q3	$344K	Hold	7,950	–	–	0.02%	112
2022 Q2	$322K	Hold	7,950	–	–	0.02%	125
2022 Q1	$395K	Sell	7,950 -1,779	-18%	-$88.4K	0.02%	102
2021 Q4	$469K	Sell	9,729 -156	-2%	-$7.52K	0.02%	88
2021 Q3	$459K	Sell	9,885 -414	-4%	-$19.2K	0.02%	84
2021 Q2	$484K	Sell	10,299 -261	-2%	-$12.3K	0.03%	72
2021 Q1	$478K	Sell	10,560 -402	-4%	-$18.2K	0.03%	74
2020 Q4	$527K	Buy	+10,962	New	+$527K	0.04%	67
2020 Q1	–	Sell	-9,960	Closed	-$395K	–	117
2019 Q4	$395K	Hold	9,960	–	–	0.03%	81
2019 Q3	$394K	Sell	9,960 -111	-1%	-$4.39K	0.03%	73
2019 Q2	$371K	Sell	10,071 -906	-8%	-$33.4K	0.03%	82
2019 Q1	$357K	Buy	10,977 +1,569	+17%	+$51K	0.03%	78
2018 Q4	$292K	Sell	9,408 -444	-5%	-$13.8K	0.03%	85
2018 Q3	$308K	Sell	9,852 -1,299	-12%	-$40.6K	0.03%	82
2018 Q2	$318K	Buy	11,151 +10,104	+965%	+$288K	0.03%	78
2018 Q1	$3.92K	Sell	1,047 -10,452	-91%	-$39.1K	0.03%	63
2017 Q4	$379K	Buy	11,499 +720	+7%	+$23.7K	0.04%	59
2017 Q3	$281K	Sell	10,779 -1,320	-11%	-$34.4K	0.03%	83
2017 Q2	$325K	Buy	12,099 +1,497	+14%	+$40.2K	0.03%	75
2017 Q1	$255K	Buy	10,602 +168	+2%	+$4.04K	0.03%	82
2016 Q4	$236K	Buy	10,434 +69	+0.7%	+$1.56K	0.03%	81
2016 Q3	$249K	Sell	10,365 -1,500	-13%	-$36K	0.03%	67
2016 Q2	$289K	Hold	11,865	–	–	0.04%	60
2016 Q1	$271K	Hold	11,865	–	–	0.04%	63
2015 Q4	$242K	Buy	+11,865	New	+$242K	0.03%	63