BAM
Belpointe Asset Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Buy |
54,011
+9,498
| +21% | +$929K | 0.22% | 81 |
|
|
2025
Q1 | $3.91M | Buy |
44,513
+1,031
| +2% | +$90.5K | 0.2% | 92 |
|
|
2024
Q4 | $3.36M | Buy |
43,482
+4,190
| +11% | +$324K | 0.2% | 101 |
|
|
2024
Q3 | $3.17M | Buy |
39,292
+7,444
| +23% | +$601K | 0.19% | 102 |
|
|
2024
Q2 | $2.16M | Sell |
31,848
-3,476
| -10% | -$235K | 0.15% | 132 |
|
|
2024
Q1 | $2.13M | Buy |
35,324
+24,815
| +236% | +$1.49M | 0.16% | 122 |
|
|
2023
Q4 | $1.66M | Sell |
10,509
-2,010
| -16% | -$317K | 0.15% | 139 |
|
|
2023
Q3 | $2M | Buy |
12,519
+1,811
| +17% | +$290K | 0.21% | 99 |
|
|
2023
Q2 | $1.68M | Sell |
10,708
-9,014
| -46% | -$1.42M | 0.18% | 113 |
|
|
2023
Q1 | $2.91M | Sell |
19,722
-4,304
| -18% | -$635K | 0.16% | 131 |
|
|
2022
Q4 | $3.41M | Buy |
24,026
+34
| +0.1% | +$4.82K | 0.21% | 90 |
|
|
2022
Q3 | $3.11M | Sell |
23,992
-9,334
| -28% | -$1.21M | 0.21% | 89 |
|
|
2022
Q2 | $2.84M | Sell |
33,326
-1,425
| -4% | -$121K | 0.19% | 109 |
|
|
2022
Q1 | $5.17M | Sell |
34,751
-2,015
| -5% | -$300K | 0.31% | 55 |
|
|
2021
Q4 | $5.12M | Sell |
36,766
-1,394
| -4% | -$194K | 0.32% | 60 |
|
|
2021
Q3 | $5.19M | Buy |
38,160
+5,179
| +16% | +$705K | 0.35% | 49 |
|
|
2021
Q2 | $4.52M | Sell |
32,981
-3,283
| -9% | -$450K | 0.33% | 55 |
|
|
2021
Q1 | $4.19M | Sell |
36,264
-18,612
| -34% | -$2.15M | 0.36% | 53 |
|
|
2020
Q4 | $7.48M | Buy |
54,876
+20,698
| +61% | +$2.82M | 0.67% | 20 |
|
|
2020
Q3 | $4.78M | Buy |
34,178
+25,422
| +290% | +$3.56M | 0.53% | 32 |
|
|
2020
Q2 | $1.05M | Buy |
8,756
+280
| +3% | +$33.5K | 0.14% | 162 |
|
|
2020
Q1 | $963K | Sell |
8,476
-1,608
| -16% | -$183K | 0.17% | 135 |
|
|
2019
Q4 | $1.2M | Buy |
10,084
+1,212
| +14% | +$144K | 0.15% | 149 |
|
|
2019
Q3 | $1.05M | Sell |
8,872
-3,615
| -29% | -$429K | 0.17% | 136 |
|
|
2019
Q2 | $1.38M | Sell |
12,487
-2,476
| -17% | -$274K | 0.27% | 82 |
|
|
2019
Q1 | $1.46M | Buy |
14,963
+8,446
| +130% | +$824K | 0.29% | 57 |
|
|
2018
Q4 | $607K | Buy |
6,517
+210
| +3% | +$19.6K | 0.15% | 144 |
|
|
2018
Q3 | $592K | Buy |
6,307
+1,423
| +29% | +$134K | 0.09% | 212 |
|
|
2018
Q2 | $418K | Buy |
4,884
+1,902
| +64% | +$163K | 0.12% | 204 |
|
|
2018
Q1 | $265K | Sell |
2,982
-294
| -9% | -$26.1K | 0.08% | 269 |
|
|
2017
Q4 | $323K | Sell |
3,276
-278
| -8% | -$27.4K | 0.07% | 321 |
|
|
2017
Q3 | $278K | Buy |
+3,554
| New | +$278K | 0.07% | 332 |
|