Westside Investment Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Buy |
9,465
+1,055
| +13% | +$103K | 0.17% | 120 |
|
|
2025
Q1 | $739K | Hold |
8,410
| – | – | 0.16% | 129 |
|
|
2024
Q4 | $760K | Sell |
8,410
-100
| -1% | -$9.04K | 0.16% | 126 |
|
|
2024
Q3 | $666K | Buy |
8,510
+1
| +0% | +$78 | 0.14% | 135 |
|
|
2024
Q2 | $567K | Sell |
8,509
-233
| -3% | -$15.5K | 0.13% | 140 |
|
|
2024
Q1 | $526K | Buy |
8,742
+3
| +0% | +$180 | 0.13% | 139 |
|
|
2023
Q4 | $459K | Sell |
8,739
-300
| -3% | -$15.8K | 0.12% | 148 |
|
|
2023
Q3 | $482K | Hold |
9,039
| – | – | 0.14% | 139 |
|
|
2023
Q2 | $474K | Sell |
9,039
-522
| -5% | -$27.4K | 0.13% | 139 |
|
|
2023
Q1 | $468K | Sell |
9,561
-150
| -2% | -$7.34K | 0.14% | 134 |
|
|
2022
Q4 | $85.8K | Sell |
9,711
-3,456
| -26% | -$30.5K | 0.21% | 97 |
|
|
2022
Q3 | $263K | Buy |
13,167
+4,050
| +44% | +$80.8K | 0.63% | 41 |
|
|
2022
Q2 | $86.7K | Buy |
9,117
+9
| +0.1% | +$86 | 0.2% | 102 |
|
|
2022
Q1 | $135K | Buy |
9,108
+240
| +3% | +$3.55K | 0.3% | 70 |
|
|
2021
Q4 | $145K | Hold |
8,868
| – | – | 0.33% | 68 |
|
|
2021
Q3 | $139K | Sell |
8,868
-150
| -2% | -$2.35K | 0.32% | 69 |
|
|
2021
Q2 | $141K | Sell |
9,018
-897
| -9% | -$14.1K | 0.33% | 65 |
|
|
2021
Q1 | $136K | Sell |
9,915
-1,950
| -16% | -$26.8K | 0.36% | 58 |
|
|
2020
Q4 | $231K | Sell |
11,865
-300
| -2% | -$5.84K | 0.63% | 36 |
|
|
2020
Q3 | $224K | Buy |
12,165
+7,875
| +184% | +$145K | 0.1% | 33 |
|
|
2020
Q2 | $24.1K | Buy |
4,290
+603
| +16% | +$3.39K | 0.01% | 100 |
|
|
2020
Q1 | $139 | Buy |
+3,687
| New | +$139 | ﹤0.01% | 260 |
|
|
2019
Q2 | $20.7K | Buy |
+5,634
| New | +$20.7K | 0.05% | 60 |
|
|
2018
Q4 | $173K | Sell |
5,541
-180
| -3% | -$5.61K | 0.06% | 168 |
|
|
2018
Q3 | $181K | Buy |
5,721
+2,220
| +63% | +$70.2K | 0.06% | 157 |
|
|
2018
Q2 | $98.8K | Buy |
3,501
+600
| +21% | +$16.9K | 0.03% | 231 |
|
|
2018
Q1 | $82.7K | Buy |
2,901
+153
| +6% | +$4.36K | 0.05% | 233 |
|
|
2017
Q4 | $93.1K | Hold |
2,748
| – | – | 0.05% | 226 |
|
|
2017
Q3 | $73.8K | Buy |
2,748
+3
| +0.1% | +$81 | 0.04% | 238 |
|
|
2017
Q2 | $67.1K | Sell |
2,745
-3
| -0.1% | -$73 | 0.04% | 235 |
|
|
2017
Q1 | $65.6K | Buy |
2,748
+948
| +53% | +$22.6K | 0.03% | 236 |
|
|
2016
Q4 | $41.1K | Buy |
+1,800
| New | +$41.1K | 0.03% | 198 |
|