Barrett Asset Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $309K | Sell |
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|
2021
Q4 | $311K | Buy |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $254K | Hold |
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|
2021
Q1 | $244K | Sell |
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|
2020
Q4 | $331K | Buy |
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|
2020
Q3 | $271K | Buy |
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|
2020
Q2 | $162K | Hold |
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|
2020
Q1 | $153K | Sell |
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|
2019
Q4 | $163K | Hold |
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|
2019
Q3 | $163K | Buy |
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|
2019
Q2 | $126K | Hold |
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|
2019
Q1 | $111K | Sell |
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|
2018
Q4 | $132K | Hold |
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|
2018
Q3 | $133K | Hold |
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|
2018
Q2 | $121K | Hold |
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|
2018
Q1 | $126K | Buy |
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|
2017
Q4 | $19K | Hold |
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|
2017
Q3 | $15K | Hold |
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|
2017
Q2 | $14K | Buy |
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|
2017
Q1 | $3K | Sell |
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|
2016
Q4 | $17K | Buy |
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|
2016
Q3 | $3K | Hold |
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|
2016
Q2 | $3K | Sell |
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|
2016
Q1 | $90K | Hold |
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|
2015
Q4 | $80K | Hold |
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|
2015
Q3 | $85K | Hold |
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|
2015
Q2 | $93K | Buy |
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|
2015
Q1 | $3K | Sell |
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|
2014
Q4 | $33K | Sell |
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|
2014
Q3 | $106K | Hold |
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|
2014
Q2 | $104K | Hold |
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|
2014
Q1 | $106K | Buy |
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|
2013
Q4 | $106K | Hold |
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|
2013
Q3 | $100K | Hold |
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|
2013
Q2 | $101K | Buy |
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