Bell & Brown 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
Q2 | $5.64M | Buy |
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|
2025
Q1 | $5.03M | Buy |
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|
2024
Q4 | $4.99M | Buy |
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|
2024
Q3 | $4.45M | Sell |
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|
2024
Q2 | $3.73M | Sell |
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|
2024
Q1 | $3.34M | Sell |
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|
2023
Q4 | $2.98M | Buy |
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|
2023
Q2 | $3.02M | Buy |
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|
2023
Q1 | $2.79M | Buy |
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|
2022
Q4 | $2.68M | Buy |
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|
2022
Q3 | $2.43M | Buy |
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|
2022
Q2 | $2.25M | Buy |
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|
2022
Q1 | $2.7M | Buy |
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|
2021
Q4 | $2.41M | Buy |
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|
2021
Q3 | $2.12M | Buy |
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|
2020
Q3 | $1.83M | Sell |
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|
2020
Q2 | $1.68M | Sell |
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|
2020
Q1 | $1.61M | Buy |
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|
2019
Q4 | $1.45M | Sell |
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|
2019
Q3 | $1.52M | Buy |
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|
2019
Q2 | $1.4M | Buy |
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|
2019
Q1 | $1.23M | Buy |
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|
2018
Q4 | $1.16M | Buy |
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|
2018
Q3 | $1.24M | Buy |
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|
2018
Q2 | $997K | Buy |
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|
2018
Q1 | $933K | Buy |
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|
2017
Q4 | $1.02M | Buy |
|