Wilkins Investment Counsel’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
17,056
-800
| -4% | -$78.2K | 0.24% | 64 |
|
|
2025
Q1 | $1.57M | Buy |
17,856
+2,662
| +18% | +$234K | 0.22% | 64 |
|
|
2024
Q4 | $1.37M | Sell |
15,194
-670
| -4% | -$60.5K | 0.2% | 71 |
|
|
2024
Q3 | $1.28M | Buy |
15,864
+1,650
| +12% | +$133K | 0.18% | 73 |
|
|
2024
Q2 | $962K | Buy |
14,214
+930
| +7% | +$63K | 0.14% | 79 |
|
|
2024
Q1 | $799K | Buy |
13,284
+9,198
| +225% | +$553K | 0.12% | 84 |
|
|
2023
Q4 | $215K | Hold |
4,086
| – | – | 0.05% | 77 |
|
|
2023
Q3 | $218K | Buy |
+4,086
| New | +$218K | 0.06% | 71 |
|
|
2015
Q3 | – | Sell |
-9,585
| Closed | -$227K | – | 78 |
|
|
2015
Q2 | $227K | Hold |
9,585
| – | – | 0.08% | 75 |
|
|
2015
Q1 | $263K | Sell |
9,585
-225
| -2% | -$6.17K | 0.09% | 75 |
|
|
2014
Q4 | $281K | Hold |
9,810
| – | – | 0.1% | 77 |
|
|
2014
Q3 | $250K | Sell |
9,810
-600
| -6% | -$15.3K | 0.09% | 81 |
|
|
2014
Q2 | $260K | Sell |
10,410
-300
| -3% | -$7.49K | 0.09% | 78 |
|
|
2014
Q1 | $273K | Hold |
10,710
| – | – | 0.1% | 74 |
|
|
2013
Q4 | $281K | Sell |
10,710
-75
| -0.7% | -$1.97K | 0.12% | 59 |
|
|
2013
Q3 | $266K | Hold |
10,785
| – | – | 0.12% | 58 |
|
|
2013
Q2 | $268K | Buy |
+10,785
| New | +$268K | 0.12% | 58 |
|