CAPTRUST Financial 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 | $109M | Buy |
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|
2025
Q1 | $97.7M | Buy |
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|
2024
Q4 | $96.1M | Buy |
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|
2024
Q3 | $82.9M | Buy |
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|
2024
Q2 | $66.9M | Buy |
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|
2024
Q1 | $58.3M | Sell |
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|
2023
Q4 | $59.4M | Sell |
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|
2023
Q3 | $60.8M | Buy |
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|
2023
Q2 | $59.2M | Sell |
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|
2023
Q1 | $57.1M | Buy |
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|
2022
Q4 | $51.9M | Sell |
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|
2022
Q3 | $48.8M | Sell |
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|
2022
Q2 | $85M | Buy |
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|
2022
Q1 | $92.3M | Buy |
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|
2021
Q4 | $87.2M | Buy |
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|
2021
Q3 | $78.1M | Buy |
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|
2021
Q2 | $73.8M | Buy |
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|
2021
Q1 | $65.2M | Buy |
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|
2020
Q4 | $60.1M | Buy |
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|
2020
Q3 | $49.6M | Sell |
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|
2020
Q2 | $44.7M | Buy |
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|
2020
Q1 | $40.3M | Buy |
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|
2019
Q4 | $40.8M | Buy |
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|
2019
Q3 | $6.55M | Buy |
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|
2019
Q2 | $5.99M | Buy |
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|
2019
Q1 | $4.65M | Buy |
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|
2018
Q4 | $4.13M | Sell |
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|
2018
Q3 | $4.17M | Buy |
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|
2018
Q2 | $3.46M | Buy |
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|
2018
Q1 | $3.14M | Sell |
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|
2017
Q4 | $3.81M | Buy |
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|
2017
Q3 | $1.06M | Sell |
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|
2017
Q2 | $891K | Buy |
|