Baker Tilly Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $533K | Buy |
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|
2025
Q2 | $456K | Buy |
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|
2025
Q1 | $407K | Sell |
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|
2024
Q4 | $441K | Sell |
|
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|
2024
Q3 | $404K | Sell |
|
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|
2024
Q2 | $629K | Sell |
|
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|
2024
Q1 | $2.31M | Sell |
|
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|
2023
Q4 | $2.09M | Sell |
|
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|
2023
Q3 | $2.19M | Sell |
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|
2023
Q2 | $2.62M | Buy |
|
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|
2023
Q1 | $2.36M | Buy |
|
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|
2022
Q4 | $2.14M | Sell |
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|
2022
Q3 | $2M | Sell |
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|
2022
Q2 | $2.07M | Buy |
|
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|
2022
Q1 | $2.25M | Sell |
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|
2021
Q4 | $2.32M | Buy |
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|
2021
Q3 | $2.05M | Buy |
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|
2021
Q2 | $2.02M | Buy |
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|
2021
Q1 | $1.8M | Buy |
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|
2020
Q4 | $1.42M | Buy |
|