Chicago Partners Investment Group’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 | $6.95M | Buy |
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|
2025
Q2 | $5.41M | Buy |
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|
2025
Q1 | $5.08M | Buy |
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|
2024
Q4 | $3.69M | Buy |
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|
2024
Q3 | $3.14M | Buy |
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|
2024
Q2 | $2.55M | Sell |
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|
2024
Q1 | $2.22M | Buy |
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|
2023
Q4 | $1.77M | Sell |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.51M | Buy |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $774K | Buy |
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|
2022
Q1 | $715K | Buy |
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|
2021
Q4 | $749K | Sell |
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|
2021
Q3 | $837K | Buy |
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|
2021
Q2 | $745K | Sell |
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|
2021
Q1 | $873K | Sell |
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|
2020
Q4 | $953K | Buy |
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|
2020
Q3 | $706K | Sell |
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|
2020
Q2 | $668K | Buy |
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|
2020
Q1 | $531K | Buy |
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|
2019
Q4 | $250K | Sell |
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|
2019
Q3 | $270K | Sell |
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|
2019
Q2 | $261K | Sell |
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|
2019
Q1 | $285K | Sell |
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|
2018
Q4 | $484K | Sell |
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|
2018
Q3 | $762K | Buy |
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|
2018
Q2 | $393K | Buy |
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|
2018
Q1 | $164K | Sell |
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|
2017
Q4 | $185K | Hold |
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|
2017
Q3 | $146K | Sell |
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|
2017
Q2 | $185K | Buy |
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|
2017
Q1 | $81K | Buy |
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|
2016
Q4 | $8K | Hold |
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|
2016
Q3 | $9K | Hold |
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|
2016
Q2 | $9K | Hold |
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|
2016
Q1 | $8K | Hold |
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|
2015
Q4 | $7K | Hold |
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|
2015
Q3 | $8K | Sell |
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|
2015
Q2 | $185K | Buy |
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|
2015
Q1 | $110K | Sell |
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|
2014
Q4 | $115K | Buy |
|