Wambolt & 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 | $4.6M | Sell |
46,803
-1,604
| -3% | -$158K | 1.55% | 13 |
|
|
2025
Q1 | $4.3M | Sell |
48,407
-3,709
| -7% | -$329K | 1.46% | 17 |
|
|
2024
Q4 | $4.71M | Sell |
52,116
-11,546
| -18% | -$1.04M | 1.51% | 15 |
|
|
2024
Q3 | $5.17M | Sell |
63,662
-4,360
| -6% | -$354K | 1.41% | 16 |
|
|
2024
Q2 | $4.59M | Buy |
68,022
+482
| +0.7% | +$32.5K | 1.33% | 16 |
|
|
2024
Q1 | $4.05M | Sell |
67,540
-4,583
| -6% | -$275K | 1.21% | 20 |
|
|
2023
Q4 | $3.79M | Buy |
72,123
+2,568
| +4% | +$135K | 1.24% | 14 |
|
|
2023
Q3 | $3.71M | Buy |
69,555
+14,856
| +27% | +$793K | 1.35% | 7 |
|
|
2023
Q2 | $2.87M | Buy |
54,699
+1,992
| +4% | +$104K | 1.02% | 18 |
|
|
2023
Q1 | $2.61M | Buy |
52,707
+150
| +0.3% | +$7.43K | 0.93% | 23 |
|
|
2022
Q4 | $2.48M | Buy |
52,557
+657
| +1% | +$31.1K | 0.95% | 22 |
|
|
2022
Q3 | $2.24M | Sell |
51,900
-966
| -2% | -$41.8K | 0.95% | 21 |
|
|
2022
Q2 | $2.14M | Buy |
52,866
+3,204
| +6% | +$130K | 0.86% | 28 |
|
|
2022
Q1 | $2.5M | Buy |
49,662
+1,290
| +3% | +$64.9K | 0.91% | 21 |
|
|
2021
Q4 | $2.33M | Buy |
48,372
+3,519
| +8% | +$170K | 0.84% | 28 |
|
|
2021
Q3 | $2.05M | Buy |
44,853
+4,014
| +10% | +$183K | 0.82% | 28 |
|
|
2021
Q2 | $1.9M | Buy |
40,839
+4,353
| +12% | +$202K | 0.81% | 26 |
|
|
2021
Q1 | $1.65M | Buy |
36,486
+1,710
| +5% | +$77.3K | 0.86% | 26 |
|
|
2020
Q4 | $1.67M | Buy |
34,776
+2,721
| +8% | +$131K | 1% | 19 |
|
|
2020
Q3 | $1.5M | Buy |
32,055
+2,589
| +9% | +$121K | 1.12% | 17 |
|
|
2020
Q2 | $1.18M | Buy |
29,466
+4,377
| +17% | +$175K | 0.92% | 24 |
|
|
2020
Q1 | $950K | Buy |
25,089
+2,226
| +10% | +$84.3K | 0.98% | 26 |
|
|
2019
Q4 | $906K | Buy |
22,863
+2,253
| +11% | +$89.3K | 0.69% | 44 |
|
|
2019
Q3 | $815K | Buy |
20,610
+21
| +0.1% | +$830 | 0.67% | 47 |
|
|
2019
Q2 | $758K | Buy |
20,589
+3,558
| +21% | +$131K | 0.64% | 49 |
|
|
2019
Q1 | $560K | Buy |
17,031
+1,575
| +10% | +$51.8K | 0.51% | 65 |
|
|
2018
Q4 | $480K | Buy |
+15,456
| New | +$480K | 0.53% | 58 |
|