Carolina 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
Q3 | $189K | Sell |
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|
2025
Q2 | $218K | Hold |
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|
2025
Q1 | $196K | Hold |
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|
2024
Q4 | $201K | Sell |
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|
2024
Q3 | $224K | Hold |
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|
2024
Q2 | $187K | Hold |
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|
2024
Q1 | $167K | Buy |
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|
2023
Q4 | $116K | Buy |
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|
2023
Q3 | $113K | Buy |
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|
2023
Q2 | $106K | Sell |
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|
2023
Q1 | $101K | Buy |
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|
2022
Q4 | $94K | Buy |
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|
2022
Q3 | $81K | Buy |
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|
2022
Q2 | $73K | Buy |
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|
2022
Q1 | $85K | Buy |
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|
2021
Q4 | $78K | Sell |
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|
2021
Q3 | $146K | Hold |
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|
2021
Q2 | $148K | Hold |
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|
2021
Q1 | $142K | Buy |
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|
2020
Q4 | $138K | Buy |
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|
2020
Q3 | $36K | Buy |
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|
2020
Q2 | $20K | Sell |
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|
2020
Q1 | $26K | Hold |
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|
2019
Q4 | $27K | Buy |
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