CapWealth 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
Q3 | $929K | Buy |
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|
2025
Q2 | $738K | Sell |
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|
2025
Q1 | $669K | Sell |
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|
2024
Q4 | $700K | Sell |
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|
2024
Q3 | $838K | Buy |
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|
2024
Q2 | $608K | Buy |
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|
2024
Q1 | $531K | Buy |
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|
2023
Q4 | $462K | Buy |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $445K | Sell |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $418K | Buy |
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|
2022
Q3 | $356K | Sell |
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|
2022
Q2 | $13.5M | Buy |
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|
2022
Q1 | $16.1M | Buy |
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|
2021
Q4 | $15.5M | Buy |
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|
2021
Q3 | $14.5M | Buy |
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|
2021
Q2 | $13.6M | Buy |
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|
2021
Q1 | $11.3M | Buy |
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|
2020
Q4 | $793K | Buy |
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|
2020
Q3 | $742K | Buy |
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|
2020
Q2 | $582K | Buy |
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|
2020
Q1 | $511K | Buy |
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|
2019
Q4 | $448K | Hold |
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|
2019
Q3 | $447K | Buy |
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|
2019
Q2 | $275K | Buy |
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|
2019
Q1 | $237K | Sell |
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|
2018
Q4 | $278K | Sell |
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|
2018
Q3 | $283K | Buy |
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|
2018
Q2 | $253K | Buy |
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|
2018
Q1 | $255K | Hold |
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|
2017
Q4 | $283K | Sell |
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|
2017
Q3 | $227K | Sell |
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|
2017
Q2 | $223K | Sell |
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|
2017
Q1 | $214K | Sell |
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|
2016
Q4 | $212K | Sell |
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|
2016
Q3 | $250K | Sell |
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|
2016
Q2 | $260K | Buy |
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|
2016
Q1 | $229K | Hold |
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|
2015
Q4 | $205K | Buy |
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|
2015
Q3 | $181K | Hold |
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|
2015
Q2 | $198K | Sell |
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|
2015
Q1 | $244K | Sell |
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|
2014
Q4 | $280K | Sell |
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|
2014
Q3 | $254K | Buy |
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|
2014
Q2 | $176K | Sell |
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|
2014
Q1 | $240K | Sell |
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|
2013
Q4 | $279K | Buy |
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|
2013
Q3 | $241K | Buy |
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|
2013
Q2 | $168K | Buy |
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