AmeriServ Wealth Advisors’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 | $896K | Sell |
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|
2025
Q1 | $832K | Sell |
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|
2024
Q4 | $896K | Buy |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $225K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $903K | Hold |
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|
2021
Q4 | $878K | Buy |
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|
2021
Q3 | $845K | Sell |
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|
2021
Q2 | $923K | Sell |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $1.47M | Buy |
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|
2019
Q3 | $479K | Sell |
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|
2019
Q2 | $651K | Buy |
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|
2019
Q1 | $477K | Buy |
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|
2018
Q4 | $368K | Sell |
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|
2018
Q3 | $514K | Hold |
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|
2018
Q2 | $469K | Sell |
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|
2018
Q1 | $576K | Hold |
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|
2017
Q4 | $630K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $409K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $243K | Sell |
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|
2015
Q1 | $397K | Buy |
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|
2014
Q4 | $383K | Buy |
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|
2014
Q3 | $302K | Sell |
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|
2014
Q2 | $334K | Buy |
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|
2014
Q1 | $238K | Sell |
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|
2013
Q4 | $591K | Buy |
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|
2013
Q3 | $541K | Sell |
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|
2013
Q2 | $548K | Buy |
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