Alera Investment Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.26M | Buy |
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2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $379K | Buy |
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|
2023
Q4 | $316K | Buy |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $314K | Hold |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $292K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $212K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $166K | Sell |
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|
2018
Q4 | $198K | Buy |
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