Baldwin Wealth Partners’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 | $588K | Hold |
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|
2025
Q2 | $558K | Sell |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $515K | Buy |
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|
2024
Q3 | $357K | Buy |
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|
2024
Q2 | $140K | Buy |
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|
2024
Q1 | $98.6K | Sell |
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|
2023
Q4 | $118K | Hold |
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|
2023
Q3 | $119K | Hold |
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|
2023
Q2 | $117K | Hold |
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|
2023
Q1 | $110K | Hold |
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|
2022
Q4 | $106K | Buy |
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|
2022
Q3 | $93K | Sell |
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|
2022
Q2 | $190K | Sell |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q4 | $103K | Hold |
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|
2021
Q3 | $99K | Hold |
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|
2021
Q2 | $101K | Hold |
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|
2021
Q1 | $97K | Buy |
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|
2020
Q4 | $96K | Hold |
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|
2020
Q3 | $93K | Hold |
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|
2020
Q2 | $79K | Hold |
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|
2020
Q1 | $75K | Hold |
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|
2019
Q4 | $79K | Hold |
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|
2019
Q3 | $79K | Hold |
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|
2019
Q2 | $73K | Hold |
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|
2019
Q1 | $65K | Hold |
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|
2018
Q4 | $62K | Hold |
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|
2018
Q3 | $62K | Hold |
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|
2018
Q2 | $57K | Buy |
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|
2018
Q1 | $46K | Hold |
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|
2017
Q4 | $51K | Buy |
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|
2017
Q3 | $40K | Hold |
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|
2017
Q2 | $39K | Hold |
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|
2017
Q1 | $37K | Sell |
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|
2016
Q4 | $35K | Buy |
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|
2016
Q3 | $37K | Sell |
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|
2016
Q2 | $47K | Sell |
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|
2016
Q1 | $90K | Buy |
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