ZAM
Zevin Asset Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Buy |
7,312
+126
| +2% | +$12.3K | 0.1% | 52 |
|
|
2025
Q1 | $631K | Sell |
7,186
-578
| -7% | -$50.8K | 0.1% | 47 |
|
|
2024
Q4 | $701K | Sell |
7,764
-135
| -2% | -$12.2K | 0.1% | 49 |
|
|
2024
Q3 | $638K | Sell |
7,899
-150
| -2% | -$12.1K | 0.1% | 51 |
|
|
2024
Q2 | $545K | Sell |
8,049
-1,818
| -18% | -$123K | 0.09% | 51 |
|
|
2024
Q1 | $594K | Buy |
9,867
+5,268
| +115% | +$317K | 0.1% | 54 |
|
|
2023
Q4 | $725K | Sell |
4,599
-42
| -0.9% | -$6.62K | 0.13% | 53 |
|
|
2023
Q3 | $742K | Buy |
+4,641
| New | +$742K | 0.15% | 54 |
|
|
2020
Q4 | – | Sell |
-1,500
| Closed | -$210K | – | 95 |
|
|
2020
Q3 | $210K | Buy |
+1,500
| New | +$210K | 0.06% | 84 |
|