Ballast 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 | $649K | Buy |
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|
2025
Q1 | $583K | Sell |
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|
2024
Q4 | $610K | Buy |
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|
2024
Q3 | $525K | Hold |
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|
2024
Q2 | $440K | Sell |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $364K | Buy |
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|
2022
Q4 | $321K | Hold |
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|
2022
Q3 | $293K | Hold |
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|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $364K | Sell |
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|
2021
Q4 | $382K | Buy |
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|
2021
Q3 | $357K | Buy |
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|
2021
Q2 | $327K | Buy |
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|
2021
Q1 | $315K | Buy |
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|
2020
Q4 | $281K | Hold |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $234K | Buy |
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