Avantax Advisory Services’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 | $70M | Buy |
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|
2025
Q1 | $62.1M | Buy |
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|
2024
Q4 | $62.1M | Buy |
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|
2024
Q3 | $51.7M | Buy |
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|
2024
Q2 | $41.5M | Buy |
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|
2024
Q1 | $28.7M | Buy |
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|
2023
Q4 | $21.8M | Buy |
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|
2023
Q3 | $21.7M | Buy |
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|
2023
Q2 | $21M | Buy |
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|
2023
Q1 | $18.9M | Buy |
|
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|
2022
Q4 | $16.2M | Sell |
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|
2022
Q3 | $14.8M | Buy |
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|
2022
Q2 | $13.8M | Buy |
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|
2022
Q1 | $15.6M | Buy |
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|
2021
Q4 | $14.2M | Buy |
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|
2021
Q3 | $12.8M | Buy |
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|
2021
Q2 | $11.7M | Buy |
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|
2021
Q1 | $10.5M | Buy |
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|
2020
Q4 | $10.3M | Sell |
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|
2020
Q3 | $17.7M | Buy |
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|
2020
Q2 | $7.11M | Buy |
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|
2020
Q1 | $6.66M | Sell |
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|
2019
Q4 | $7.58M | Buy |
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|
2019
Q3 | $6.22M | Buy |
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|
2019
Q2 | $4.68M | Buy |
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|
2019
Q1 | $3.78M | Buy |
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|
2018
Q4 | $3.07M | Buy |
|