Castle Rock Wealth Management’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 | $3.62M | Buy |
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|
2025
Q2 | $3.36M | Sell |
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|
2025
Q1 | $3.38M | Sell |
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|
2024
Q4 | $4.57M | Buy |
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|
2024
Q3 | $3.42M | Buy |
|
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|
2024
Q2 | $1.35M | Sell |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $978K | Buy |
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|
2023
Q3 | $875K | Buy |
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|
2023
Q2 | $851K | Sell |
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|
2023
Q1 | $830K | Buy |
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|
2022
Q4 | $758K | Buy |
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|
2022
Q3 | $678K | Sell |
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|
2022
Q2 | $647K | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $991K | Buy |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $1.38M | Buy |
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|
2020
Q4 | $1.33M | Buy |
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|
2020
Q3 | $926K | Buy |
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|
2020
Q2 | $644K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $772K | Buy |
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|
2019
Q3 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $319K | Sell |
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|
2018
Q2 | $361K | Buy |
|