Artemis Wealth Advisors’s Walmart Inc WMT Stock Holding History

Artemis Wealth Advisors’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-78	Closed	-$4.2K	–	70
2023 Q3	$4.2K	Hold	78	–	–	﹤0.01%	63
2023 Q2	$4.12K	Hold	78	–	–	﹤0.01%	65
2023 Q1	$3.83K	Hold	78	–	–	﹤0.01%	56
2022 Q4	$3.67K	Hold	78	–	–	﹤0.01%	66
2022 Q3	$3.36K	Hold	78	–	–	﹤0.01%	87
2022 Q2	$5.91K	Hold	78	–	–	﹤0.01%	103
2022 Q1	$3.81K	Buy	78 +3	+4%	+$141	﹤0.01%	56
2021 Q4	$3.69K	Hold	75	–	–	﹤0.01%	68
2021 Q3	$3.55K	Hold	75	–	–	﹤0.01%	73
2021 Q2	$3.58K	Hold	75	–	–	﹤0.01%	70
2021 Q1	$3.42K	Hold	75	–	–	﹤0.01%	71
2020 Q4	$3.62K	Sell	75 -204	-73%	-$9.91K	﹤0.01%	57
2020 Q3	$13.1K	Buy	+279	New	+$12.4K	﹤0.01%	60

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artemis Wealth Advisors's WMT Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of Walmart Inc (WMT) in Q4 2023, closing a stake of 78 shares — an estimated $4.2K sold.

Artemis Wealth Advisors first reported a position in WMT in Q3 2020 and held it in 13 quarters. The position peaked at $13.1K in Q3 2020. 3,082 funds tracked by Wall St. Rank hold WMT as of Q4 2023.

Artemis Wealth Advisors reported no remaining Walmart Inc position as of Q4 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 78 Walmart Inc shares in Q4 2023, an estimated $4.2K.
Artemis Wealth Advisors first reported a position in Walmart Inc in Q3 2020 and held it in 13 quarters.
Artemis Wealth Advisors's Walmart Inc position peaked at $13.1K in Q3 2020.
3,082 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.