Violich Capital 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 | $1.23M | Hold |
12,625
| – | – | 0.17% | 55 |
|
2025
Q1 | $1.11M | Hold |
12,625
| – | – | 0.15% | 60 |
|
2024
Q4 | $1.14M | Sell |
12,625
-550
| -4% | -$49.7K | 0.15% | 59 |
|
2024
Q3 | $1.06M | Buy |
13,175
+200
| +2% | +$16.2K | 0.14% | 65 |
|
2024
Q2 | $879K | Hold |
12,975
| – | – | 0.12% | 68 |
|
2024
Q1 | $781K | Buy |
12,975
+1,125
| +9% | +$67.7K | 0.11% | 70 |
|
2023
Q4 | $623K | Sell |
11,850
-300
| -2% | -$15.8K | 0.1% | 68 |
|
2023
Q3 | $648K | Sell |
12,150
-213
| -2% | -$11.4K | 0.11% | 68 |
|
2023
Q2 | $648K | Hold |
12,363
| – | – | 0.1% | 69 |
|
2023
Q1 | $608K | Sell |
12,363
-324
| -3% | -$15.9K | 0.1% | 70 |
|
2022
Q4 | $600K | Hold |
12,687
| – | – | 0.11% | 70 |
|
2022
Q3 | $549K | Hold |
12,687
| – | – | 0.1% | 71 |
|
2022
Q2 | $514K | Hold |
12,687
| – | – | 0.09% | 75 |
|
2022
Q1 | $630K | Hold |
12,687
| – | – | 0.09% | 75 |
|
2021
Q4 | $612K | Hold |
12,687
| – | – | 0.09% | 76 |
|
2021
Q3 | $589K | Buy |
12,687
+3,600
| +40% | +$167K | 0.09% | 76 |
|
2021
Q2 | $427K | Sell |
9,087
-3,600
| -28% | -$169K | 0.07% | 85 |
|
2021
Q1 | $574K | Hold |
12,687
| – | – | 0.1% | 71 |
|
2020
Q4 | $610K | Hold |
12,687
| – | – | 0.12% | 70 |
|
2020
Q3 | $592K | Sell |
12,687
-6,150
| -33% | -$287K | 0.12% | 68 |
|
2020
Q2 | $752K | Hold |
18,837
| – | – | 0.16% | 67 |
|
2020
Q1 | $713K | Hold |
18,837
| – | – | 0.19% | 65 |
|
2019
Q4 | $746K | Hold |
18,837
| – | – | 0.16% | 74 |
|
2019
Q3 | $745K | Sell |
18,837
-900
| -5% | -$35.6K | 0.18% | 72 |
|
2019
Q2 | $727K | Hold |
19,737
| – | – | 0.18% | 72 |
|
2019
Q1 | $642K | Buy |
19,737
+2,400
| +14% | +$78.1K | 0.16% | 74 |
|
2018
Q4 | $538K | Buy |
17,337
+300
| +2% | +$9.31K | 0.15% | 75 |
|
2018
Q3 | $533K | Hold |
17,037
| – | – | 0.12% | 80 |
|
2018
Q2 | $486K | Hold |
17,037
| – | – | 0.12% | 82 |
|
2018
Q1 | $505K | Hold |
17,037
| – | – | 0.14% | 79 |
|
2017
Q4 | $561K | Hold |
17,037
| – | – | 0.14% | 75 |
|
2017
Q3 | $444K | Hold |
17,037
| – | – | 0.12% | 75 |
|
2017
Q2 | $430K | Hold |
17,037
| – | – | 0.13% | 76 |
|
2017
Q1 | $409K | Sell |
17,037
-75
| -0.4% | -$1.8K | 0.12% | 75 |
|
2016
Q4 | $394K | Sell |
17,112
-3,150
| -16% | -$72.5K | 0.12% | 76 |
|
2016
Q3 | $487K | Sell |
20,262
-1,200
| -6% | -$28.8K | 0.17% | 68 |
|
2016
Q2 | $522K | Hold |
21,462
| – | – | 0.16% | 67 |
|
2016
Q1 | $490K | Sell |
21,462
-63
| -0.3% | -$1.44K | 0.16% | 68 |
|
2015
Q4 | $440K | Buy |
21,525
+2,100
| +11% | +$42.9K | 0.15% | 68 |
|
2015
Q3 | $420K | Hold |
19,425
| – | – | 0.15% | 67 |
|
2015
Q2 | $459K | Buy |
19,425
+300
| +2% | +$7.09K | 0.15% | 71 |
|
2015
Q1 | $524K | Hold |
19,125
| – | – | 0.17% | 71 |
|
2014
Q4 | $547K | Hold |
19,125
| – | – | 0.17% | 72 |
|
2014
Q3 | $487K | Hold |
19,125
| – | – | 0.16% | 71 |
|
2014
Q2 | $479K | Buy |
19,125
+300
| +2% | +$7.51K | 0.16% | 73 |
|
2014
Q1 | $480K | Sell |
18,825
-900
| -5% | -$22.9K | 0.17% | 69 |
|
2013
Q4 | $517K | Sell |
19,725
-1,950
| -9% | -$51.1K | 0.19% | 66 |
|
2013
Q3 | $534K | Hold |
21,675
| – | – | 0.21% | 67 |
|
2013
Q2 | $538K | Buy |
+21,675
| New | +$538K | 0.22% | 65 |
|