WCM
Whitener Capital Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Sell |
189,605
-2,569
| -1% | -$251K | 4.91% | 5 |
|
|
2025
Q1 | $16.9M | Sell |
192,174
-2,946
| -2% | -$259K | 4.77% | 3 |
|
|
2024
Q4 | $17.6M | Sell |
195,120
-7,052
| -3% | -$637K | 4.94% | 5 |
|
|
2024
Q3 | $16.3M | Sell |
202,172
-256
| -0.1% | -$20.7K | 4.63% | 5 |
|
|
2024
Q2 | $13.7M | Buy |
202,428
+5,829
| +3% | +$395K | 4.15% | 7 |
|
|
2024
Q1 | $11.9M | Buy |
196,599
+130,831
| +199% | +$7.91M | 3.89% | 6 |
|
|
2023
Q4 | $10.4M | Sell |
65,768
-1,734
| -3% | -$273K | 3.75% | 6 |
|
|
2023
Q3 | $10.8M | Sell |
67,502
-516
| -0.8% | -$82.5K | 4.32% | 5 |
|
|
2023
Q2 | $10.7M | Sell |
68,018
-796
| -1% | -$125K | 4.1% | 5 |
|
|
2023
Q1 | $10.1M | Sell |
68,814
-505
| -0.7% | -$74.5K | 4.24% | 5 |
|
|
2022
Q4 | $9.83M | Sell |
69,319
-1,800
| -3% | -$255K | 4.29% | 3 |
|
|
2022
Q3 | $9.23M | Sell |
71,119
-810
| -1% | -$105K | 4.36% | 4 |
|
|
2022
Q2 | $8.75M | Buy |
71,929
+209
| +0.3% | +$25.4K | 3.94% | 5 |
|
|
2022
Q1 | $10.7M | Sell |
71,720
-708
| -1% | -$105K | 4.01% | 5 |
|
|
2021
Q4 | $10.5M | Buy |
72,428
+6,775
| +10% | +$980K | 3.75% | 6 |
|
|
2021
Q3 | $9.46M | Sell |
65,653
-2,296
| -3% | -$331K | 4.35% | 3 |
|
|
2021
Q2 | $9.58M | Buy |
67,949
+1,516
| +2% | +$214K | 3.82% | 6 |
|
|
2021
Q1 | $9.02M | Buy |
66,433
+780
| +1% | +$106K | 3.91% | 5 |
|
|
2020
Q4 | $9.46M | Sell |
65,653
-2,581
| -4% | -$372K | 4.33% | 3 |
|
|
2020
Q3 | $9.55M | Sell |
68,234
-1,700
| -2% | -$238K | 4.6% | 4 |
|
|
2020
Q2 | $8.38M | Sell |
69,934
-489
| -0.7% | -$58.6K | 4.36% | 4 |
|
|
2020
Q1 | $8M | Buy |
70,423
+3,576
| +5% | +$406K | 5.17% | 3 |
|
|
2019
Q4 | $7.94M | Buy |
66,847
+6,369
| +11% | +$757K | 4.12% | 4 |
|
|
2019
Q3 | $7.18M | Buy |
60,478
+1,575
| +3% | +$187K | 3.94% | 4 |
|
|
2019
Q2 | $6.51M | Buy |
58,903
+5,815
| +11% | +$642K | 3.7% | 4 |
|
|
2019
Q1 | $5.18M | Buy |
53,088
+5,525
| +12% | +$539K | 3.39% | 5 |
|
|
2018
Q4 | $4.43M | Buy |
47,563
+3,996
| +9% | +$372K | 3.26% | 5 |
|
|
2018
Q3 | $4.09M | Buy |
43,567
+2,747
| +7% | +$258K | 2.68% | 7 |
|
|
2018
Q2 | $3.5M | Buy |
40,820
+3,340
| +9% | +$286K | 2.75% | 7 |
|
|
2018
Q1 | $3.33M | Buy |
37,480
+8,010
| +27% | +$713K | 2.55% | 7 |
|
|
2017
Q4 | $2.91M | Buy |
+29,470
| New | +$2.91M | 2.5% | 7 |
|