Allworth Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.4M | Buy |
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|
2025
Q1 | $24M | Buy |
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|
2024
Q4 | $20.2M | Buy |
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|
2024
Q3 | $14.6M | Sell |
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|
2024
Q2 | $13M | Buy |
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|
2024
Q1 | $10.5M | Buy |
|
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|
2023
Q4 | $9.13M | Buy |
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|
2023
Q3 | $9.23M | Buy |
|
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|
2023
Q2 | $8.3M | Buy |
|
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|
2023
Q1 | $6.97M | Buy |
|
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|
2022
Q4 | $6.38M | Buy |
|
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|
2022
Q3 | $5.62M | Buy |
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|
2022
Q2 | $4.88M | Buy |
|
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|
2022
Q1 | $5.39M | Buy |
|
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|
2021
Q4 | $2.94M | Buy |
|
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|
2021
Q3 | $2.77M | Buy |
|
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|
2021
Q2 | $2.27M | Buy |
|
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|
2021
Q1 | $2.18M | Buy |
|
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|
2020
Q4 | $1.03M | Buy |
|
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|
2020
Q3 | $920K | Buy |
|
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|
2020
Q2 | $723K | Buy |
|
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|
2020
Q1 | $424K | Buy |
|
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|
2019
Q4 | $440K | Buy |
|
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|
2019
Q3 | $421K | Buy |
|
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|
2019
Q2 | $392K | Buy |
|
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|
2019
Q1 | $305K | Sell |
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|
2018
Q4 | $303K | Sell |
|
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|
2018
Q3 | $436K | Sell |
|
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|
2018
Q2 | $401K | Buy |
|
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|
2018
Q1 | $409K | Buy |
|
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|
2017
Q4 | $447K | Buy |
|
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|
2017
Q3 | $311K | Sell |
|
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|
2017
Q2 | $315K | Buy |
|
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|
2017
Q1 | $263K | Buy |
|
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|
2016
Q4 | $249K | Sell |
|
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|
2016
Q3 | $271K | Buy |
|
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|
2016
Q2 | $259K | Buy |
|
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|
2016
Q1 | $240K | Sell |
|
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|
2015
Q4 | $218K | Sell |
|
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|
2015
Q3 | $255K | Buy |
|
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|
2015
Q2 | $267K | Buy |
|
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|
2015
Q1 | $309K | Buy |
|
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|
2014
Q4 | $322K | Buy |
|
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|
2014
Q3 | $285K | Buy |
|
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|
2014
Q2 | $277K | Sell |
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|
2014
Q1 | $282K | Sell |
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|
2013
Q4 | $321K | Buy |
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|
2013
Q3 | $299K | Buy |
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|
2013
Q2 | $301K | Buy |
|