BSW Wealth Partners’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 | $1.2M | Sell |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $937K | Buy |
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|
2024
Q2 | $783K | Buy |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $479K | Sell |
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|
2023
Q3 | $491K | Buy |
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|
2023
Q2 | $482K | Sell |
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|
2023
Q1 | $460K | Hold |
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|
2022
Q4 | $442K | Hold |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $378K | Buy |
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|
2022
Q1 | $462K | Sell |
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|
2021
Q4 | $454K | Buy |
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|
2021
Q3 | $378K | Sell |
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|
2021
Q2 | $384K | Hold |
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|
2021
Q1 | $370K | Buy |
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|
2020
Q4 | $391K | Buy |
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|
2020
Q3 | $309K | Sell |
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|
2020
Q2 | $264K | Buy |
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|
2020
Q1 | $242K | Buy |
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|
2019
Q4 | $207K | Buy |
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|
2019
Q3 | $206K | Buy |
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