Beaumont Financial 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 | $1.92M | Buy |
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|
2025
Q2 | $1.62M | Buy |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $880K | Buy |
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|
2024
Q1 | $757K | Buy |
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|
2023
Q4 | $421K | Buy |
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|
2023
Q3 | $410K | Buy |
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|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $321K | Buy |
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|
2022
Q4 | $306K | Sell |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $556K | Sell |
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|
2021
Q3 | $745K | Sell |
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|
2021
Q2 | $773K | Buy |
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|
2021
Q1 | $717K | Sell |
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|
2020
Q4 | $797K | Buy |
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|
2020
Q3 | $637K | Sell |
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|
2020
Q2 | $592K | Buy |
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|
2020
Q1 | $543K | Buy |
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|
2019
Q4 | $411K | Buy |
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|
2019
Q3 | $309K | Buy |
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|
2019
Q2 | $234K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $282K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $331K | Hold |
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|
2015
Q2 | $331K | Buy |
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|
2015
Q1 | $294K | Sell |
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|
2014
Q4 | $313K | Sell |
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|
2014
Q3 | $325K | Sell |
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|
2014
Q2 | $343K | Sell |
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|
2014
Q1 | $4.64M | Buy |
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|
2013
Q4 | $244K | Buy |
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|
2013
Q3 | $223K | Buy |
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|
2013
Q2 | $223K | Buy |
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