Carson Wealth (CWM LLC)’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 | $121M | Buy |
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|
2025
Q2 | $92.5M | Buy |
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|
2025
Q1 | $80.7M | Sell |
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|
2024
Q4 | $83.5M | Sell |
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|
2024
Q3 | $75.2M | Buy |
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|
2024
Q2 | $61.9M | Sell |
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|
2024
Q1 | $55.9M | Buy |
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|
2023
Q4 | $48.7M | Buy |
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|
2023
Q3 | $49.1M | Buy |
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|
2023
Q2 | $47.6M | Sell |
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|
2023
Q1 | $45.7M | Buy |
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|
2022
Q4 | $42.6M | Buy |
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|
2022
Q3 | $37.3M | Buy |
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|
2022
Q2 | $33M | Buy |
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|
2022
Q1 | $38.2M | Buy |
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|
2021
Q4 | $36.4M | Buy |
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|
2021
Q2 | $35.3M | Hold |
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|
2021
Q1 | $35.3M | Hold |
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|
2020
Q4 | $35.3M | Hold |
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|
2020
Q3 | $35.3M | Hold |
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|
2020
Q2 | $35.3M | Hold |
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|
2020
Q1 | $35.3M | Hold |
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|
2019
Q4 | $35.3M | Hold |
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|
2019
Q3 | $35.3M | Hold |
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|
2019
Q2 | $35.3M | Hold |
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|
2019
Q1 | $35.3M | Buy |
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|
2018
Q4 | $4.62M | Buy |
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|
2018
Q3 | $1.42M | Buy |
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|
2018
Q2 | $692K | Buy |
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|
2018
Q1 | $419K | Sell |
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|
2017
Q4 | $511K | Sell |
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|
2017
Q3 | $28.7M | Sell |
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|
2017
Q2 | $29.5M | Buy |
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|
2017
Q1 | $27.9M | Sell |
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|
2016
Q4 | $27.5M | Buy |
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|
2016
Q3 | $5.08M | Buy |
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|
2016
Q2 | $4.97M | Sell |
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|
2016
Q1 | $4.71M | Buy |
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|
2015
Q4 | $1.08M | Buy |
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|
2015
Q3 | $155K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.05M | Buy |
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|
2014
Q2 | $396K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $146K | Buy |
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|
2013
Q3 | $36K | Buy |
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