Burt Wealth Advisors’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 | $983K | Sell |
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|
2025
Q1 | $895K | Buy |
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|
2024
Q4 | $921K | Buy |
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|
2024
Q3 | $704K | Sell |
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|
2024
Q2 | $602K | Sell |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $490K | Sell |
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|
2023
Q3 | $510K | Buy |
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|
2023
Q2 | $501K | Sell |
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|
2023
Q1 | $474K | Buy |
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|
2022
Q4 | $451K | Hold |
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|
2022
Q3 | $413K | Buy |
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|
2022
Q2 | $387K | Buy |
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|
2022
Q1 | $473K | Buy |
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|
2021
Q4 | $441K | Hold |
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|
2021
Q3 | $425K | Buy |
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|
2021
Q2 | $430K | Sell |
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|
2021
Q1 | $444K | Buy |
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|
2020
Q4 | $426K | Hold |
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|
2020
Q3 | $413K | Buy |
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|
2020
Q2 | $354K | Sell |
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|
2020
Q1 | $346K | Buy |
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|
2019
Q4 | $362K | Hold |
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|
2019
Q3 | $361K | Buy |
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|
2019
Q2 | $336K | Buy |
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|
2019
Q1 | $296K | Buy |
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|
2018
Q4 | $227K | Hold |
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|
2018
Q3 | $229K | Buy |
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|
2018
Q2 | $177K | Sell |
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|
2018
Q1 | $207K | Buy |
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|
2017
Q4 | $229K | Hold |
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|
2017
Q3 | $181K | Sell |
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|
2017
Q2 | $192K | Buy |
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|
2017
Q1 | $151K | Sell |
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|
2016
Q4 | $145K | Hold |
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|
2016
Q3 | $151K | Hold |
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|
2016
Q2 | $153K | Sell |
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|
2016
Q1 | $145K | Buy |
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|
2015
Q4 | $128K | Buy |
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|
2015
Q3 | $129K | Hold |
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|
2015
Q2 | $142K | Hold |
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|
2015
Q1 | $165K | Hold |
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|
2014
Q4 | $172K | Buy |
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