Beam Wealth 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
$2.52M Sell
2025
Q2
$2.54M Buy
2025
Q1
$2.24M Sell
2024
Q4
$2.38M Sell
2024
Q3
$2.25M Sell
2024
Q2
$1.95M Buy
2024
Q1
$1.25M Sell
2023
Q4
$1.11M Sell
2023
Q3
$1.15M Sell
2023
Q2
$1.13M Sell
2023
Q1
$1.07M Sell
2022
Q4
$1.03M Sell
2022
Q3
$943K Sell
2022
Q2
$884K Buy
2022
Q1
$1.08M Buy
2021
Q4
$847K Sell
2021
Q3
$884K Buy
2021
Q2
$411K Buy
2021
Q1
$376K Sell
2020
Q4
$403K Sell
2020
Q3
$548K Buy
2020
Q2
$450K Sell
2020
Q1
$434K Buy
2019
Q4
$441K Buy