Capital Advantage’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $744K | Sell |
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|
2025
Q4 | $668K | Buy |
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|
2025
Q3 | $579K | Buy |
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|
2025
Q2 | $549K | Sell |
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|
2025
Q1 | $541K | Hold |
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|
2024
Q4 | $541K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $449K | Buy |
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|
2020
Q4 | $293K | Buy |
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|
2020
Q3 | $283K | Buy |
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|
2020
Q2 | $229K | Buy |
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|
2020
Q1 | $252K | Buy |
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