Welch Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Buy |
47,970
+836
| +2% | +$81.7K | 0.2% | 60 |
|
|
2025
Q1 | $4.01M | Buy |
47,134
+390
| +0.8% | +$33.2K | 0.18% | 59 |
|
|
2024
Q4 | $4.23M | Sell |
46,744
-785
| -2% | -$71.1K | 0.19% | 61 |
|
|
2024
Q3 | $3.84M | Buy |
47,529
+3,537
| +8% | +$286K | 0.17% | 60 |
|
|
2024
Q2 | $2.98M | Buy |
43,992
+1,085
| +3% | +$73.5K | 0.14% | 63 |
|
|
2024
Q1 | $2.58M | Buy |
42,907
+706
| +2% | +$42.5K | 0.13% | 63 |
|
|
2023
Q4 | $2.22M | Buy |
42,201
+18
| +0% | +$946 | 0.12% | 68 |
|
|
2023
Q3 | $2.25M | Sell |
42,183
-342
| -0.8% | -$18.2K | 0.13% | 63 |
|
|
2023
Q2 | $2.23M | Sell |
42,525
-1,797
| -4% | -$94.1K | 0.13% | 62 |
|
|
2023
Q1 | $2.18M | Buy |
44,322
+1,182
| +3% | +$58.1K | 0.13% | 62 |
|
|
2022
Q4 | $2.04M | Buy |
43,140
+576
| +1% | +$27.2K | 0.12% | 70 |
|
|
2022
Q3 | $1.84M | Sell |
42,564
-1,341
| -3% | -$58K | 0.12% | 64 |
|
|
2022
Q2 | $1.78M | Sell |
43,905
-273
| -0.6% | -$11.1K | 0.11% | 67 |
|
|
2022
Q1 | $2.19M | Buy |
44,178
+2,160
| +5% | +$107K | 0.13% | 68 |
|
|
2021
Q4 | $2.03M | Sell |
42,018
-591
| -1% | -$28.5K | 0.12% | 69 |
|
|
2021
Q3 | $1.98M | Buy |
42,609
+2,664
| +7% | +$124K | 0.13% | 67 |
|
|
2021
Q2 | $1.88M | Sell |
39,945
-3,669
| -8% | -$172K | 0.13% | 68 |
|
|
2021
Q1 | $1.98M | Buy |
43,614
+15,447
| +55% | +$699K | 0.14% | 61 |
|
|
2020
Q4 | $1.35M | Buy |
28,167
+2,112
| +8% | +$101K | 0.11% | 65 |
|
|
2020
Q3 | $1.22M | Buy |
26,055
+294
| +1% | +$13.7K | 0.11% | 61 |
|
|
2020
Q2 | $1.03M | Buy |
25,761
+5,331
| +26% | +$213K | 0.1% | 58 |
|
|
2020
Q1 | $774K | Buy |
20,430
+12,063
| +144% | +$457K | 0.08% | 63 |
|
|
2019
Q4 | $331K | Buy |
8,367
+498
| +6% | +$19.7K | 0.03% | 94 |
|
|
2019
Q3 | $311K | Sell |
7,869
-1,083
| -12% | -$42.8K | 0.03% | 94 |
|
|
2019
Q2 | $330K | Sell |
8,952
-7,500
| -46% | -$276K | 0.04% | 90 |
|
|
2019
Q1 | $535K | Buy |
16,452
+792
| +5% | +$25.8K | 0.06% | 70 |
|
|
2018
Q4 | $486K | Hold |
15,660
| – | – | 0.06% | 71 |
|
|
2018
Q3 | $490 | Buy |
15,660
+18
| +0.1% | +$1 | 0.05% | 77 |
|
|
2018
Q2 | $447K | Hold |
15,642
| – | – | 0.06% | 74 |
|
|
2018
Q1 | $464K | Buy |
15,642
+294
| +2% | +$8.72K | 0.06% | 73 |
|
|
2017
Q4 | $505K | Buy |
15,348
+726
| +5% | +$23.9K | 0.08% | 67 |
|
|
2017
Q3 | $381K | Sell |
14,622
-60
| -0.4% | -$1.56K | 0.06% | 71 |
|
|
2017
Q2 | $370K | Sell |
14,682
-189
| -1% | -$4.76K | 0.06% | 92 |
|
|
2017
Q1 | $357K | Sell |
14,871
-7,185
| -33% | -$172K | 0.07% | 66 |
|
|
2016
Q4 | $508K | Sell |
22,056
-21,315
| -49% | -$491K | 0.1% | 59 |
|
|
2016
Q3 | $1.04M | Buy |
43,371
+38,568
| +803% | +$927K | 0.21% | 47 |
|
|
2016
Q2 | $117K | Sell |
4,803
-6,660
| -58% | -$162K | 0.02% | 115 |
|
|
2016
Q1 | $262K | Sell |
11,463
-57
| -0.5% | -$1.3K | 0.04% | 87 |
|
|
2015
Q4 | $235K | Sell |
11,520
-1,200
| -9% | -$24.5K | 0.04% | 89 |
|
|
2015
Q3 | $275K | Buy |
12,720
+843
| +7% | +$18.2K | 0.05% | 78 |
|
|
2015
Q2 | $281K | Buy |
11,877
+507
| +4% | +$12K | 0.05% | 82 |
|
|
2015
Q1 | $312 | Buy |
11,370
+24
| +0.2% | +$1 | 0.06% | 76 |
|
|
2014
Q4 | $325K | Sell |
11,346
-678
| -6% | -$19.4K | 0.06% | 75 |
|
|
2014
Q3 | $307K | Buy |
12,024
+30
| +0.3% | +$766 | 0.06% | 74 |
|
|
2014
Q2 | $300K | Buy |
11,994
+1,974
| +20% | +$49.4K | 0.06% | 77 |
|
|
2014
Q1 | $255K | Buy |
10,020
+30
| +0.3% | +$763 | 0.06% | 76 |
|
|
2013
Q4 | $262K | Hold |
9,990
| – | – | 0.06% | 79 |
|
|
2013
Q3 | $246K | Buy |
9,990
+33
| +0.3% | +$813 | 0.06% | 80 |
|
|
2013
Q2 | $247K | Buy |
+9,957
| New | +$247K | 0.06% | 74 |
|