Cerro Pacific Wealth Advisors’s Walmart Inc. Common Stock WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.91M | Sell |
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|
2025
Q2 | $1.94M | Sell |
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|
2025
Q1 | $1.88M | Sell |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $1.43M | Hold |
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|
2024
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $970K | Sell |
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|
2022
Q3 | $901K | Buy |
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|
2022
Q2 | $598K | Sell |
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|
2022
Q1 | $806K | Buy |
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|
2021
Q4 | $770K | Sell |
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|
2021
Q3 | $823K | Sell |
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|
2021
Q2 | $1.12M | Buy |
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|
2020
Q4 | $1.65M | Buy |
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