Capital Advisors Wealth Management’s Walmart Inc. Common Stock WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $843K | Buy |
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|
2025
Q2 | $792K | Buy |
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|
2025
Q1 | $684K | Buy |
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|
2024
Q4 | $695K | Buy |
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|
2024
Q3 | $488K | Buy |
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|
2024
Q2 | $389K | Buy |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $271K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $452K | Buy |
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|
2021
Q3 | $404K | Buy |
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|
2021
Q2 | $366K | Buy |
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|
2021
Q1 | $292K | Buy |
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