Baron Silver Stevens Financial 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
Q3 | $832K | Sell |
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|
2025
Q2 | $826K | Buy |
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|
2025
Q1 | $685K | Buy |
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|
2024
Q4 | $695K | Buy |
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|
2024
Q3 | $605K | Buy |
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|
2024
Q2 | $488K | Buy |
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|
2024
Q1 | $383K | Sell |
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|
2023
Q4 | $399K | Buy |
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|
2023
Q3 | $358K | Buy |
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $329K | Hold |
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|
2022
Q4 | $316K | Hold |
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|
2022
Q3 | $548 | Sell |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $155K | Buy |
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