Beacon Financial Group’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 | $4.47M | Sell |
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|
2025
Q2 | $4.26M | Sell |
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|
2025
Q1 | $3.83M | Buy |
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|
2024
Q4 | $3.86M | Sell |
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|
2024
Q3 | $3.5M | Sell |
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|
2024
Q2 | $2.94M | Sell |
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|
2024
Q1 | $2.63M | Sell |
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|
2023
Q4 | $2.33M | Sell |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $2.43M | Buy |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $2.33M | Sell |
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|
2022
Q3 | $2.36M | Sell |
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|
2022
Q2 | $2.24M | Sell |
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|
2022
Q1 | $2.76M | Sell |
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|
2021
Q4 | $2.7M | Buy |
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|
2021
Q3 | $2.58M | Sell |
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|
2021
Q2 | $2.65M | Buy |
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|
2021
Q1 | $2.49M | Hold |
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|
2020
Q4 | $2.49M | Sell |
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|
2020
Q3 | $2.44M | Buy |
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|
2020
Q2 | $2.04M | Sell |
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|
2020
Q1 | $6M | Sell |
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|
2019
Q4 | $6.24M | Sell |
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|
2019
Q3 | $6.22M | Sell |
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|
2019
Q2 | $5.89M | Sell |
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|
2019
Q1 | $5.29K | Sell |
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|
2018
Q4 | $5.14M | Buy |
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|
2018
Q3 | $5.22M | Sell |
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|
2018
Q2 | $4.89M | Sell |
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|
2018
Q1 | $5.11M | Buy |
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|
2017
Q4 | $1.83M | Buy |
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|
2017
Q3 | $1.45M | Sell |
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|
2017
Q2 | $1.74M | Buy |
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|
2017
Q1 | $1.52M | Buy |
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|
2016
Q4 | $1.32M | Buy |
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|
2016
Q3 | $1.27M | Buy |
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|
2016
Q2 | $1.22M | Buy |
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|
2016
Q1 | $530K | Sell |
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|
2015
Q4 | $1.04M | Sell |
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|
2015
Q3 | $1.09M | Buy |
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|
2015
Q2 | $1.09M | Sell |
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|
2015
Q1 | $1.43M | Buy |
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|
2014
Q4 | $1.48M | Sell |
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|
2014
Q3 | $1.34M | Sell |
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|
2014
Q2 | $1.37M | Buy |
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|
2014
Q1 | $1.26M | Buy |
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|
2013
Q4 | $1.29M | Buy |
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|
2013
Q3 | $970K | Buy |
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