Winch Advisory Services’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.69M | Buy |
13,578
+312
| +2% | +$38.3K | 0.39% | 36 |
|
|
2025
Q4 | $1.48M | Sell |
13,266
-86
| -0.6% | -$9.23K | 0.33% | 40 |
|
|
2025
Q3 | $1.38M | Buy |
13,352
+983
| +8% | +$97.9K | 0.31% | 41 |
|
|
2025
Q2 | $1.21M | Buy |
12,369
+71
| +0.6% | +$6.76K | 0.3% | 42 |
|
|
2025
Q1 | $1.08M | Buy |
12,298
+555
| +5% | +$52.1K | 0.29% | 45 |
|
|
2024
Q4 | $1.06M | Buy |
11,743
+1,356
| +13% | +$118K | 0.28% | 43 |
|
|
2024
Q3 | $839K | Sell |
10,387
-93
| -0.9% | -$6.83K | 0.23% | 47 |
|
|
2024
Q2 | $710K | Buy |
10,480
+1,023
| +11% | +$64.4K | 0.2% | 51 |
|
|
2024
Q1 | $569K | Sell |
9,457
-128
| -1% | -$7.32K | 0.17% | 53 |
|
|
2023
Q4 | $504K | Buy |
9,585
+711
| +8% | +$37.6K | 0.17% | 55 |
|
|
2023
Q3 | $473K | Buy |
8,874
+270
| +3% | +$14.4K | 0.17% | 54 |
|
|
2023
Q2 | $451K | Buy |
8,604
+282
| +3% | +$14.2K | 0.16% | 55 |
|
|
2023
Q1 | $409K | Buy |
8,322
+111
| +1% | +$5.27K | 0.16% | 58 |
|
|
2022
Q4 | $388K | Sell |
8,211
-45
| -0.5% | -$2.14K | 0.17% | 58 |
|
|
2022
Q3 | $357K | Sell |
8,256
-24
| -0.3% | -$1.05K | 0.15% | 57 |
|
|
2022
Q2 | $336K | Buy |
8,280
+216
| +3% | +$9.96K | 0.14% | 59 |
|
|
2022
Q1 | $400K | Buy |
8,064
+324
| +4% | +$15.2K | 0.14% | 58 |
|
|
2021
Q4 | $373K | Buy |
7,740
+234
| +3% | +$11.2K | 0.12% | 60 |
|
|
2021
Q3 | $349K | Buy |
7,506
+186
| +3% | +$8.96K | 0.12% | 60 |
|
|
2021
Q2 | $344K | Buy |
7,320
+1,671
| +30% | +$77.8K | 0.12% | 59 |
|
|
2021
Q1 | $256K | Buy |
5,649
+2,067
| +58% | +$95.7K | 0.1% | 58 |
|
|
2020
Q4 | $172K | Buy |
3,582
+1,164
| +48% | +$56.5K | 0.07% | 61 |
|
|
2020
Q3 | $113K | Buy |
2,418
+30
| +1% | +$1.33K | 0.05% | 60 |
|
|
2020
Q2 | $95K | Buy |
2,388
+99
| +4% | +$4.07K | 0.05% | 66 |
|
|
2020
Q1 | $87K | Buy |
2,289
+9
| +0.4% | +$346 | 0.04% | 62 |
|
|
2019
Q4 | $90K | Buy |
2,280
+201
| +10% | +$7.98K | 0.04% | 84 |
|
|
2019
Q3 | $82K | Buy |
2,079
+6
| +0.3% | +$226 | 0.04% | 86 |
|
|
2019
Q2 | $76K | Sell |
2,073
-204
| -9% | -$7.03K | 0.04% | 91 |
|
|
2019
Q1 | $74K | Buy |
2,277
+1,245
| +121% | +$40.4K | 0.04% | 95 |
|
|
2018
Q4 | $32K | Buy |
1,032
+321
| +45% | +$10.3K | 0.02% | 121 |
|
|
2018
Q3 | $22K | Buy |
711
+3
| +0.4% | +$92 | 0.01% | 132 |
|
|
2018
Q2 | $20K | Buy |
708
+3
| +0.4% | +$85 | 0.01% | 151 |
|
|
2018
Q1 | $21K | Buy |
705
+489
| +226% | +$15.7K | 0.01% | 150 |
|
|
2017
Q4 | $7K | Hold |
216
| – | – | ﹤0.01% | 203 |
|
|
2017
Q3 | $6K | Buy |
+216
| New | +$5.67K | ﹤0.01% | 201 |
|
|
2016
Q4 | – | Sell |
-9,222
| Closed | -$222K | – | 303 |
|
|
2016
Q3 | $222K | Buy |
+9,222
| New | +$224K | 0.18% | 65 |
|
Other funds holding WMT
VCM
VPM
