WF
WoodTrust Financial’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
145,467
-95
| -0.1% | -$9.29K | 1.81% | 18 |
|
|
2025
Q1 | $12.8M | Sell |
145,562
-1,586
| -1% | -$139K | 1.79% | 17 |
|
|
2024
Q4 | $13.3M | Sell |
147,148
-290
| -0.2% | -$26.2K | 1.87% | 16 |
|
|
2024
Q3 | $11.9M | Buy |
147,438
+872
| +0.6% | +$70.4K | 1.69% | 17 |
|
|
2024
Q2 | $9.92M | Buy |
146,566
+2,189
| +2% | +$148K | 1.54% | 20 |
|
|
2024
Q1 | $8.69K | Buy |
144,377
+96,477
| +201% | +$5.81K | 1.38% | 23 |
|
|
2023
Q4 | $7.55M | Buy |
47,900
+941
| +2% | +$148K | 1.29% | 25 |
|
|
2023
Q3 | $7.51M | Buy |
46,959
+514
| +1% | +$82.2K | 1.44% | 21 |
|
|
2023
Q2 | $7.3M | Sell |
46,445
-485
| -1% | -$76.2K | 1.35% | 24 |
|
|
2023
Q1 | $6.92M | Buy |
46,930
+953
| +2% | +$141K | 1.34% | 26 |
|
|
2022
Q4 | $6.52M | Buy |
45,977
+755
| +2% | +$107K | 1.35% | 26 |
|
|
2022
Q3 | $5.87M | Sell |
45,222
-23,623
| -34% | -$3.06M | 1.32% | 25 |
|
|
2022
Q2 | $8.37M | Buy |
68,845
+5,579
| +9% | +$678K | 1.88% | 18 |
|
|
2022
Q1 | $9.42M | Buy |
63,266
+5,271
| +9% | +$785K | 1.91% | 16 |
|
|
2021
Q4 | $8.39M | Buy |
57,995
+5,259
| +10% | +$761K | 1.74% | 23 |
|
|
2021
Q3 | $7.35M | Buy |
52,736
+11,041
| +26% | +$1.54M | 1.73% | 19 |
|
|
2021
Q2 | $5.88M | Buy |
41,695
+2,407
| +6% | +$339K | 1.55% | 24 |
|
|
2021
Q1 | $5.34M | Buy |
39,288
+1,951
| +5% | +$265K | 1.57% | 22 |
|
|
2020
Q4 | $5.38M | Buy |
37,337
+15,281
| +69% | +$2.2M | 1.68% | 24 |
|
|
2020
Q3 | $3.09M | Buy |
22,056
+398
| +2% | +$55.7K | 1.12% | 31 |
|
|
2020
Q2 | $2.59M | Buy |
21,658
+1,967
| +10% | +$236K | 1.04% | 32 |
|
|
2020
Q1 | $2.24M | Buy |
19,691
+2,566
| +15% | +$292K | 1.05% | 33 |
|
|
2019
Q4 | $2.04M | Buy |
17,125
+945
| +6% | +$112K | 0.8% | 40 |
|
|
2019
Q3 | $1.92M | Buy |
+16,180
| New | +$1.92M | 0.83% | 39 |
|