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