Bernardo Wealth Planning’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $724K | Buy |
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|
2025
Q2 | $677K | Sell |
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|
2025
Q1 | $616K | Buy |
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|
2024
Q4 | $644K | Buy |
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|
2024
Q3 | $547K | Buy |
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|
2024
Q2 | $438K | Buy |
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|
2024
Q1 | $388K | Sell |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $344K | Hold |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $306K | Hold |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $263K | Hold |
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|
2022
Q1 | $322K | Sell |
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|
2021
Q4 | $317K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $205K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $745K | Buy |
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|
2020
Q3 | $711K | Buy |
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|
2020
Q2 | $471K | Buy |
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|
2020
Q1 | $445K | Sell |
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|
2019
Q4 | $467K | Buy |
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|
2019
Q3 | $455K | Sell |
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|
2019
Q2 | $426K | Sell |
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|
2019
Q1 | $392K | Buy |
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|
2018
Q4 | $374K | Buy |
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