Beacon Investment Advisory Services’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 | $807K | Sell |
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|
2025
Q2 | $779K | Sell |
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|
2025
Q1 | $740K | Buy |
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|
2024
Q4 | $488K | Buy |
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|
2024
Q3 | $418K | Buy |
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|
2024
Q2 | $341K | Buy |
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|
2024
Q1 | $269K | Sell |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $703K | Sell |
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|
2023
Q2 | $730K | Buy |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $218K | Sell |
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|
2022
Q1 | $405K | Buy |
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|
2021
Q4 | $325K | Buy |
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|
2021
Q3 | $309K | Sell |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $306K | Buy |
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|
2020
Q4 | $230K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $396K | Hold |
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|
2019
Q1 | $350K | Sell |
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|
2018
Q4 | $3.97M | Buy |
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|
2018
Q3 | $3.98M | Sell |
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|
2018
Q2 | $3.72M | Buy |
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|
2018
Q1 | $3.85M | Buy |
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|
2017
Q4 | $3.96M | Sell |
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|
2017
Q3 | $3.15M | Buy |
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