Adero Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $798K | Buy |
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|
2024
Q4 | $770K | Buy |
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|
2024
Q3 | $633K | Buy |
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|
2024
Q2 | $488K | Buy |
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|
2024
Q1 | $297K | Buy |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $267K | Buy |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q4 | $239K | Sell |
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|
2021
Q3 | $257K | Buy |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $224K | Buy |
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