Beacon Financial Advisory’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 | $1.23M | Buy |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $990K | Buy |
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|
2024
Q2 | $810K | Buy |
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|
2024
Q1 | $364K | Sell |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $367K | Sell |
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|
2021
Q4 | $368K | Buy |
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|
2021
Q3 | $280K | Buy |
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|
2021
Q2 | $282K | Buy |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q4 | $243K | Buy |
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|
2020
Q3 | $229K | Buy |
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