Berger Financial Group’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 | $9.19M | Sell |
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|
2025
Q2 | $8.73M | Sell |
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|
2025
Q1 | $7.86M | Sell |
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|
2024
Q4 | $9.9M | Sell |
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|
2024
Q3 | $8.86M | Sell |
|
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|
2024
Q2 | $7.57M | Sell |
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|
2024
Q1 | $6.84M | Buy |
|
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|
2023
Q4 | $5.59M | Sell |
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|
2023
Q3 | $5.78M | Buy |
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|
2023
Q2 | $5.64M | Sell |
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|
2023
Q1 | $5.45M | Buy |
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|
2022
Q4 | $3.59M | Buy |
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|
2022
Q3 | $3.1M | Buy |
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|
2022
Q2 | $518K | Sell |
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|
2022
Q1 | $5.4M | Buy |
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|
2021
Q4 | $4.78M | Buy |
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|
2021
Q3 | $4.35M | Buy |
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|
2021
Q2 | $4.38M | Buy |
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|
2021
Q1 | $4.04M | Sell |
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|
2020
Q4 | $4.64M | Buy |
|