WBC
West Branch Capital’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.26M | Buy |
74,209
+970
| +1% | +$94.8K | 2.15% | 14 |
|
|
2025
Q1 | $6.43M | Buy |
73,239
+3,324
| +5% | +$292K | 2.15% | 11 |
|
|
2024
Q4 | $6.32M | Buy |
69,915
+3,034
| +5% | +$274K | 2.02% | 12 |
|
|
2024
Q3 | $5.4M | Buy |
66,881
+1,597
| +2% | +$129K | 1.87% | 14 |
|
|
2024
Q2 | $4.42M | Buy |
65,284
+818
| +1% | +$55.4K | 1.64% | 15 |
|
|
2024
Q1 | $3.88M | Buy |
64,466
+45,023
| +232% | +$2.71M | 1.56% | 16 |
|
|
2023
Q4 | $3.07M | Buy |
19,443
+1,851
| +11% | +$292K | 1.44% | 17 |
|
|
2023
Q3 | $2.81M | Buy |
17,592
+8
| +0% | +$1.28K | 1.48% | 17 |
|
|
2023
Q2 | $2.76M | Buy |
17,584
+433
| +3% | +$68.1K | 1.38% | 17 |
|
|
2023
Q1 | $2.53M | Sell |
17,151
-67
| -0.4% | -$9.88K | 1.41% | 17 |
|
|
2022
Q4 | $2.44M | Hold |
17,218
| – | – | 1.51% | 18 |
|
|
2022
Q3 | $2.23M | Buy |
17,218
+322
| +2% | +$41.8K | 1.39% | 19 |
|
|
2022
Q2 | $2.05M | Sell |
16,896
-10
| -0.1% | -$1.22K | 1.19% | 21 |
|
|
2022
Q1 | $2.52M | Sell |
16,906
-523
| -3% | -$77.9K | 1.2% | 21 |
|
|
2021
Q4 | $2.52M | Buy |
17,429
+149
| +0.9% | +$21.6K | 1.07% | 24 |
|
|
2021
Q3 | $2.41M | Buy |
17,280
+213
| +1% | +$29.7K | 1.16% | 24 |
|
|
2021
Q2 | $2.41M | Sell |
17,067
-205
| -1% | -$28.9K | 1.18% | 23 |
|
|
2021
Q1 | $2.35M | Sell |
17,272
-423
| -2% | -$57.5K | 1.37% | 22 |
|
|
2020
Q4 | $2.55M | Buy |
17,695
+306
| +2% | +$44.1K | 1.51% | 20 |
|
|
2020
Q3 | $2.43M | Buy |
17,389
+1,257
| +8% | +$176K | 1.55% | 17 |
|
|
2020
Q2 | $1.93M | Buy |
16,132
+4,596
| +40% | +$550K | 1.36% | 19 |
|
|
2020
Q1 | $1.31M | Buy |
11,536
+30
| +0.3% | +$3.41K | 1.25% | 23 |
|
|
2019
Q4 | $1.37M | Buy |
+11,506
| New | +$1.37M | 0.95% | 32 |
|