WIM
Warwick Investment Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Sell |
7,759
-849
| -10% | -$83K | 0.15% | 58 |
|
|
2025
Q1 | $756K | Buy |
8,608
+781
| +10% | +$68.6K | 0.16% | 53 |
|
|
2024
Q4 | $707K | Sell |
7,827
-372
| -5% | -$33.6K | 0.15% | 52 |
|
|
2024
Q3 | $662K | Buy |
8,199
+916
| +13% | +$74K | 0.16% | 44 |
|
|
2024
Q2 | $493K | Sell |
7,283
-1,441
| -17% | -$97.6K | 0.12% | 58 |
|
|
2024
Q1 | $525K | Buy |
8,724
+6,283
| +257% | +$378K | 0.13% | 56 |
|
|
2023
Q4 | $385K | Buy |
2,441
+367
| +18% | +$57.9K | 0.11% | 52 |
|
|
2023
Q3 | $332K | Buy |
2,074
+2
| +0.1% | +$320 | 0.12% | 49 |
|
|
2023
Q2 | $326K | Buy |
2,072
+4
| +0.2% | +$629 | 0.13% | 46 |
|
|
2023
Q1 | $305K | Sell |
2,068
-2
| -0.1% | -$295 | 0.13% | 44 |
|
|
2022
Q4 | $294K | Hold |
2,070
| – | – | 0.12% | 69 |
|
|
2022
Q3 | $269K | Buy |
2,070
+2
| +0.1% | +$260 | 0.16% | 33 |
|
|
2022
Q2 | $251K | Buy |
2,068
+15
| +0.7% | +$1.82K | 0.12% | 43 |
|
|
2022
Q1 | $306K | Buy |
2,053
+3
| +0.1% | +$447 | 0.13% | 41 |
|
|
2021
Q4 | $297K | Buy |
+2,050
| New | +$297K | 0.15% | 39 |
|