Wilson & Boucher Capital 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 | $1.68M | Sell |
17,162
-900
| -5% | -$88K | 1.17% | 22 |
|
2025
Q1 | $1.59M | Sell |
18,062
-1,200
| -6% | -$105K | 1.18% | 22 |
|
2024
Q4 | $1.74M | Sell |
19,262
-600
| -3% | -$54.2K | 1.23% | 19 |
|
2024
Q3 | $1.6M | Sell |
19,862
-356
| -2% | -$28.7K | 1.1% | 20 |
|
2024
Q2 | $1.37M | Sell |
20,218
-351
| -2% | -$23.8K | 1.05% | 24 |
|
2024
Q1 | $1.24M | Sell |
20,569
-47
| -0.2% | -$2.83K | 0.98% | 27 |
|
2023
Q4 | $1.08M | Hold |
20,616
| – | – | 0.91% | 31 |
|
2023
Q3 | $1.1M | Buy |
20,616
+300
| +1% | +$16K | 1.04% | 28 |
|
2023
Q2 | $1.06M | Sell |
20,316
-12
| -0.1% | -$629 | 0.96% | 31 |
|
2023
Q1 | $999K | Buy |
20,328
+657
| +3% | +$32.3K | 0.96% | 34 |
|
2022
Q4 | $930K | Hold |
19,671
| – | – | 0.95% | 35 |
|
2022
Q3 | $850K | Sell |
19,671
-1,245
| -6% | -$53.8K | 0.99% | 35 |
|
2022
Q2 | $848K | Sell |
20,916
-150
| -0.7% | -$6.08K | 0.93% | 40 |
|
2022
Q1 | $1.05M | Sell |
21,066
-150
| -0.7% | -$7.45K | 0.95% | 32 |
|
2021
Q4 | $1.02M | Buy |
+21,216
| New | +$1.02M | 0.92% | 35 |
|