WhitTier Trust Company’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3M | Buy |
207,647
+61,063
| +42% | +$5.97M | 0.46% | 47 |
|
|
2025
Q1 | $12.9M | Buy |
146,584
+4,748
| +3% | +$417K | 0.32% | 73 |
|
|
2024
Q4 | $12.8M | Buy |
141,836
+2,389
| +2% | +$216K | 0.31% | 70 |
|
|
2024
Q3 | $11.3M | Sell |
139,447
-540
| -0.4% | -$43.6K | 0.29% | 80 |
|
|
2024
Q2 | $9.48M | Sell |
139,987
-917
| -0.7% | -$62.1K | 0.26% | 87 |
|
|
2024
Q1 | $8.48M | Buy |
140,904
+6,501
| +5% | +$391K | 0.24% | 95 |
|
|
2023
Q4 | $7.06M | Buy |
134,403
+21
| +0% | +$1.1K | 0.23% | 103 |
|
|
2023
Q3 | $7.16M | Buy |
134,382
+207
| +0.2% | +$11K | 0.25% | 93 |
|
|
2023
Q2 | $7.03M | Sell |
134,175
-414
| -0.3% | -$21.7K | 0.24% | 98 |
|
|
2023
Q1 | $6.62M | Buy |
134,589
+450
| +0.3% | +$22.1K | 0.24% | 99 |
|
|
2022
Q4 | $6.34M | Sell |
134,139
-2,055
| -2% | -$97.1K | 0.25% | 99 |
|
|
2022
Q3 | $5.89M | Buy |
136,194
+126
| +0.1% | +$5.45K | 0.25% | 96 |
|
|
2022
Q2 | $5.52M | Buy |
136,068
+3,597
| +3% | +$146K | 0.23% | 107 |
|
|
2022
Q1 | $6.58M | Buy |
132,471
+2,580
| +2% | +$128K | 0.24% | 102 |
|
|
2021
Q4 | $6.27M | Sell |
129,891
-2,589
| -2% | -$125K | 0.23% | 105 |
|
|
2021
Q3 | $6.16M | Sell |
132,480
-1,095
| -0.8% | -$50.9K | 0.25% | 99 |
|
|
2021
Q2 | $6.28M | Buy |
133,575
+1,449
| +1% | +$68.1K | 0.26% | 93 |
|
|
2021
Q1 | $5.98M | Buy |
132,126
+2,286
| +2% | +$103K | 0.27% | 89 |
|
|
2020
Q4 | $6.24M | Buy |
129,840
+13,116
| +11% | +$630K | 0.31% | 83 |
|
|
2020
Q3 | $5.44M | Sell |
116,724
-480
| -0.4% | -$22.4K | 0.31% | 79 |
|
|
2020
Q2 | $4.68M | Sell |
117,204
-189
| -0.2% | -$7.55K | 0.29% | 84 |
|
|
2020
Q1 | $4.45M | Buy |
117,393
+7,098
| +6% | +$269K | 0.34% | 82 |
|
|
2019
Q4 | $4.37M | Buy |
110,295
+723
| +0.7% | +$28.6K | 0.28% | 92 |
|
|
2019
Q3 | $4.34M | Sell |
109,572
-642
| -0.6% | -$25.4K | 0.3% | 91 |
|
|
2019
Q2 | $4.06M | Sell |
110,214
-3,600
| -3% | -$133K | 0.29% | 93 |
|
|
2019
Q1 | $3.7M | Sell |
113,814
-942
| -0.8% | -$30.6K | 0.27% | 93 |
|
|
2018
Q4 | $3.56M | Buy |
114,756
+201
| +0.2% | +$6.24K | 0.29% | 92 |
|
|
2018
Q3 | $3.59M | Sell |
114,555
-1,209
| -1% | -$37.8K | 0.26% | 101 |
|
|
2018
Q2 | $3.31M | Sell |
115,764
-204
| -0.2% | -$5.82K | 0.26% | 101 |
|
|
2018
Q1 | $3.44M | Buy |
115,968
+10,125
| +10% | +$300K | 0.28% | 93 |
|
|
2017
Q4 | $3.48M | Buy |
105,843
+16,134
| +18% | +$531K | 0.3% | 94 |
|
|
2017
Q3 | $2.34M | Sell |
89,709
-633
| -0.7% | -$16.5K | 0.22% | 110 |
|
|
2017
Q2 | $2.28M | Buy |
90,342
+1,521
| +2% | +$38.4K | 0.22% | 112 |
|
|
2017
Q1 | $2.13M | Sell |
88,821
-4,821
| -5% | -$116K | 0.21% | 113 |
|
|
2016
Q4 | $2.16M | Sell |
93,642
-2,895
| -3% | -$66.7K | 0.23% | 102 |
|
|
2016
Q3 | $2.32M | Sell |
96,537
-7,350
| -7% | -$177K | 0.26% | 93 |
|
|
2016
Q2 | $2.53M | Sell |
103,887
-165
| -0.2% | -$4.02K | 0.29% | 85 |
|
|
2016
Q1 | $2.38M | Sell |
104,052
-25,710
| -20% | -$587K | 0.28% | 86 |
|
|
2015
Q4 | $2.65M | Sell |
129,762
-64,452
| -33% | -$1.32M | 0.31% | 78 |
|
|
2015
Q3 | $4.2M | Sell |
194,214
-22,854
| -11% | -$494K | 0.51% | 61 |
|
|
2015
Q2 | $5.13M | Sell |
217,068
-9,573
| -4% | -$226K | 0.57% | 55 |
|
|
2015
Q1 | $6.21M | Sell |
226,641
-18,102
| -7% | -$496K | 0.69% | 46 |
|
|
2014
Q4 | $7.01M | Sell |
244,743
-3,012
| -1% | -$86.2K | 0.78% | 32 |
|
|
2014
Q3 | $6.32M | Sell |
247,755
-258
| -0.1% | -$6.58K | 0.73% | 37 |
|
|
2014
Q2 | $6.21M | Sell |
248,013
-5,973
| -2% | -$149K | 0.7% | 43 |
|
|
2014
Q1 | $6.47M | Sell |
253,986
-2,649
| -1% | -$67.5K | 0.76% | 34 |
|
|
2013
Q4 | $6.73M | Sell |
256,635
-693
| -0.3% | -$18.2K | 0.81% | 31 |
|
|
2013
Q3 | $6.34M | Buy |
257,328
+1,185
| +0.5% | +$29.2K | 0.85% | 27 |
|
|
2013
Q2 | $6.36M | Buy |
+256,143
| New | +$6.36M | 0.92% | 26 |
|