Blue Bell Private Wealth Management’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 | $729K | Buy |
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|
2025
Q1 | $642K | Buy |
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|
2024
Q4 | $658K | Sell |
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|
2024
Q3 | $595K | Buy |
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|
2024
Q2 | $482K | Hold |
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|
2024
Q1 | $428K | Buy |
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|
2023
Q4 | $373K | Buy |
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|
2023
Q3 | $360K | Buy |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $239K | Hold |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $197K | Sell |
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|
2022
Q1 | $331K | Hold |
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|
2021
Q4 | $322K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $186K | Buy |
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|
2016
Q2 | $187K | Hold |
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|
2016
Q1 | $175K | Hold |
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|
2015
Q4 | $157K | Hold |
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|
2015
Q3 | $166K | Sell |
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|
2015
Q2 | $266K | Hold |
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|
2015
Q1 | $308K | Hold |
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|
2014
Q4 | $322K | Hold |
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|
2014
Q3 | $287K | Hold |
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|
2014
Q2 | $282K | Hold |
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|
2014
Q1 | $287K | Hold |
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|
2013
Q4 | $295K | Buy |
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