Woodmont 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
$6.39M Sell
65,401
-980
-1% -$95.8K 0.42% 48
2025
Q1
$5.83M Sell
66,381
-4,487
-6% -$394K 0.42% 53
2024
Q4
$6.4M Sell
70,868
-737
-1% -$66.6K 0.47% 52
2024
Q3
$5.78M Buy
71,605
+699
+1% +$56.4K 0.44% 50
2024
Q2
$4.8M Buy
70,906
+1,534
+2% +$104K 0.39% 52
2024
Q1
$4.17M Sell
69,372
-411
-0.6% -$24.7K 0.35% 55
2023
Q4
$3.67M Buy
69,783
+384
+0.6% +$20.2K 0.34% 60
2023
Q3
$3.7M Sell
69,399
-3,396
-5% -$181K 0.39% 59
2023
Q2
$3.81M Sell
72,795
-540
-0.7% -$28.3K 0.4% 57
2023
Q1
$3.6M Buy
73,335
+1,218
+2% +$59.9K 0.38% 62
2022
Q4
$3.41M Buy
72,117
+111
+0.2% +$5.25K 0.39% 66
2022
Q3
$3.11M Sell
72,006
-915
-1% -$39.6K 0.39% 68
2022
Q2
$2.96M Buy
72,921
+375
+0.5% +$15.2K 0.36% 69
2022
Q1
$3.6M Sell
72,546
-1,110
-2% -$55.1K 0.42% 64
2021
Q4
$3.55M Buy
73,656
+2,181
+3% +$105K 0.45% 54
2021
Q3
$3.32M Buy
71,475
+960
+1% +$44.6K 0.48% 54
2021
Q2
$3.32M Buy
70,515
+3,363
+5% +$158K 0.52% 51
2021
Q1
$3.04M Buy
67,152
+3,513
+6% +$159K 0.52% 50
2020
Q4
$3.06M Sell
63,639
-300
-0.5% -$14.4K 0.57% 50
2020
Q3
$2.98M Sell
63,939
-684
-1% -$31.9K 0.64% 46
2020
Q2
$2.58M Sell
64,623
-1,758
-3% -$70.2K 0.62% 46
2020
Q1
$2.51M Buy
66,381
+2,175
+3% +$82.4K 0.69% 41
2019
Q4
$2.54M Buy
64,206
+54
+0.1% +$2.14K 0.58% 46
2019
Q3
$2.54M Sell
64,152
-1,605
-2% -$63.5K 0.62% 45
2019
Q2
$2.42M Sell
65,757
-2,784
-4% -$103K 0.6% 48
2019
Q1
$2.23M Sell
68,541
-4,557
-6% -$148K 0.58% 51
2018
Q4
$2.27M Buy
73,098
+1,020
+1% +$31.7K 0.64% 49
2018
Q3
$2.26M Sell
72,078
-5,634
-7% -$176K 0.62% 50
2018
Q2
$2.22M Sell
77,712
-9,426
-11% -$269K 0.61% 49
2018
Q1
$2.58M Sell
87,138
-26,295
-23% -$780K 0.72% 44
2017
Q4
$3.73M Sell
113,433
-22,638
-17% -$745K 0.96% 33
2017
Q3
$3.54M Buy
136,071
+2,280
+2% +$59.4K 0.97% 31
2017
Q2
$3.38M Sell
133,791
-3,402
-2% -$85.8K 0.95% 32
2017
Q1
$3.16M Hold
137,193
0.92% 33
2016
Q4
$3.16M Sell
137,193
-3,423
-2% -$78.9K 0.91% 33
2016
Q3
$3.38M Sell
140,616
-1,575
-1% -$37.9K 0.97% 28
2016
Q2
$3.46M Sell
142,191
-3,129
-2% -$76.2K 1.04% 25
2016
Q1
$3.32M Sell
145,320
-1,275
-0.9% -$29.1K 1% 28
2015
Q4
$3M Sell
146,595
-615
-0.4% -$12.6K 0.88% 33
2015
Q3
$3.18M Buy
147,210
+15,825
+12% +$342K 0.97% 26
2015
Q2
$3.11M Sell
131,385
-1,650
-1% -$39K 0.9% 32
2015
Q1
$3.65M Sell
133,035
-4,380
-3% -$120K 1.13% 25
2014
Q4
$3.93M Sell
137,415
-1,497
-1% -$42.9K 1.21% 21
2014
Q3
$3.54M Sell
138,912
-5,784
-4% -$147K 1.02% 27
2014
Q2
$3.62M Buy
144,696
+7,605
+6% +$190K 1.02% 27
2014
Q1
$3.49M Buy
137,091
+12,033
+10% +$307K 1.01% 22
2013
Q4
$3.28M Sell
125,058
-1,650
-1% -$43.3K 0.98% 29
2013
Q3
$3.12M Sell
126,708
-8,193
-6% -$202K 1.14% 25
2013
Q2
$3.35M Buy
+134,901
New +$3.35M 1.12% 23