Charles Schwab Investment Advisory’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $286K | Buy |
|
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|
2023
Q4 | $204K | Sell |
|
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|
2023
Q3 | $217K | Buy |
|
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|
2023
Q2 | $208K | Buy |
|
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|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $203K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $377M | Buy |
|
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|
2019
Q3 | $376M | Sell |
|
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|
2019
Q2 | $350M | Buy |
|
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|
2019
Q1 | $306M | Buy |
|
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|
2018
Q4 | $290M | Sell |
|
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|
2018
Q3 | $293M | Buy |
|
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|
2018
Q2 | $266M | Buy |
|