West Branch Capital’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.26M Buy
2025
Q1
$6.43M Buy
2024
Q4
$6.32M Buy
2024
Q3
$5.4M Buy
2024
Q2
$4.42M Buy
2024
Q1
$3.88M Buy
2023
Q4
$3.07M Buy
2023
Q3
$2.81M Buy
2023
Q2
$2.76M Buy
2023
Q1
$2.53M Sell
2022
Q4
$2.44M Hold
2022
Q3
$2.23M Buy
2022
Q2
$2.05M Sell
2022
Q1
$2.52M Sell
2021
Q4
$2.52M Buy
2021
Q3
$2.41M Buy
2021
Q2
$2.41M Sell
2021
Q1
$2.35M Sell
2020
Q4
$2.55M Buy
2020
Q3
$2.43M Buy
2020
Q2
$1.93M Buy
2020
Q1
$1.31M Buy
2019
Q4
$1.37M Buy