Wunderlich Capital Managemnt’s Walmart WMT Stock Holding History

Wunderlich Capital Managemnt’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$3.4M	Sell	50,257 -784	-2%	-$53.1K	1.52%	26
2024 Q1	$3.07M	Sell	51,041 -3,007	-6%	-$181K	1.38%	33
2023 Q4	$2.84M	Sell	54,048 -2,106	-4%	-$111K	1.28%	36
2023 Q3	$2.99M	Buy	56,154 +108	+0.2%	+$5.76K	1.48%	31
2023 Q2	$2.94M	Sell	56,046 -282	-0.5%	-$14.8K	1.44%	33
2023 Q1	$2.77M	Buy	56,328 +33	+0.1%	+$1.62K	1.44%	33
2022 Q4	$2.66M	Buy	56,295 +369	+0.7%	+$17.4K	1.48%	30
2022 Q3	$2.42M	Buy	55,926 +1,407	+3%	+$60.8K	1.55%	24
2022 Q2	$2.21M	Buy	54,519 +540	+1%	+$21.9K	1.29%	32
2022 Q1	$2.68M	Sell	53,979 -405	-0.7%	-$20.1K	1.26%	31
2021 Q4	$2.62M	Buy	54,384 +204	+0.4%	+$9.84K	1.17%	46
2021 Q3	$2.52M	Buy	54,180 +2,391	+5%	+$111K	1.21%	41
2021 Q2	$2.43M	Buy	51,789 +639	+1%	+$30K	1.23%	39
2021 Q1	$2.32M	Sell	51,150 -492	-1%	-$22.3K	1.27%	41
2020 Q4	$2.48M	Sell	51,642 -429	-0.8%	-$20.6K	1.37%	28
2020 Q3	$2.43M	Sell	52,071 -1,275	-2%	-$59.5K	1.5%	24
2020 Q2	$2.13M	Sell	53,346 -1,215	-2%	-$48.5K	1.5%	24
2020 Q1	$2.07M	Sell	54,561 -1,938	-3%	-$73.4K	1.7%	15
2019 Q4	$2.24M	Sell	56,499 -1,170	-2%	-$46.3K	1.41%	23
2019 Q3	$2.28M	Sell	57,669 -222	-0.4%	-$8.78K	1.57%	14
2019 Q2	$2.13M	Buy	57,891 +93	+0.2%	+$3.43K	1.41%	24
2019 Q1	$1.88M	Sell	57,798 -159	-0.3%	-$5.17K	1.31%	30
2018 Q4	$1.8M	Sell	57,957 -318	-0.5%	-$9.88K	1.38%	24
2018 Q3	$1.82M	Sell	58,275 -3,174	-5%	-$99.3K	1.29%	33
2018 Q2	$1.75M	Buy	61,449 +882	+1%	+$25.2K	1.22%	33
2018 Q1	$1.8M	Sell	60,567 -2,037	-3%	-$60.4K	1.23%	25
2017 Q4	$2.06M	Buy	62,604 +1,488	+2%	+$49K	1.43%	16
2017 Q3	$1.59M	Sell	61,116 -588	-1%	-$15.3K	1.19%	37
2017 Q2	$1.56M	Sell	61,704 -822	-1%	-$20.7K	1.16%	37
2017 Q1	$1.5M	Sell	62,526 -27,825	-31%	-$668K	1.17%	38
2016 Q4	$2.08M	Sell	90,351 -3,570	-4%	-$82.3K	1.69%	7
2016 Q3	$2.26M	Sell	93,921 -1,341	-1%	-$32.2K	1.8%	6
2016 Q2	$2.32M	Sell	95,262 -963	-1%	-$23.4K	1.96%	6
2016 Q1	$2.2M	Sell	96,225 -2,199	-2%	-$50.2K	1.89%	6
2015 Q4	$2.01M	Buy	98,424 +1,371	+1%	+$28K	1.73%	7
2015 Q3	$2.1M	Buy	97,053 +50,523	+109%	+$1.09M	1.94%	6
2015 Q2	$1.1M	Sell	46,530 -204	-0.4%	-$4.82K	1.07%	52
2015 Q1	$1.28M	Sell	46,734 -579	-1%	-$15.9K	1.16%	40
2014 Q4	$1.35M	Buy	47,313 +1,092	+2%	+$31.2K	1.14%	39
2014 Q3	$1.17M	Sell	46,221 -441	-0.9%	-$11.2K	1.05%	52
2014 Q2	$1.17M	Buy	46,662 +417	+0.9%	+$10.5K	1.07%	55
2014 Q1	$1.18M	Buy	46,245 +900	+2%	+$23K	1.11%	48
2013 Q4	$1.19M	Buy	+45,345	New	+$1.19M	1.14%	45