Choate Investment Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35M | Buy |
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|
2025
Q1 | $29.1M | Buy |
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|
2024
Q4 | $27.2M | Buy |
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|
2024
Q3 | $22.5M | Buy |
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|
2024
Q2 | $16.8M | Buy |
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|
2024
Q1 | $12.8M | Buy |
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|
2023
Q4 | $8.2M | Buy |
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|
2023
Q3 | $5.33M | Buy |
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|
2023
Q2 | $4.72M | Sell |
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|
2023
Q1 | $4.47M | Buy |
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|
2022
Q4 | $3.9M | Buy |
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|
2022
Q3 | $3.43M | Buy |
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|
2022
Q2 | $2.92M | Buy |
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|
2022
Q1 | $3.41M | Buy |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q3 | $2.02M | Sell |
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|
2021
Q2 | $2.11M | Sell |
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|
2021
Q1 | $2.08M | Buy |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $1.9M | Buy |
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|
2020
Q2 | $1.62M | Sell |
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|
2020
Q1 | $1.55M | Hold |
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|
2019
Q4 | $1.62M | Buy |
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|
2019
Q3 | $1.61M | Sell |
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|
2019
Q2 | $1.61M | Hold |
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|
2019
Q1 | $1.42M | Sell |
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|
2018
Q4 | $1.4M | Sell |
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|
2018
Q3 | $1.42M | Sell |
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|
2018
Q2 | $1.32M | Buy |
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|
2018
Q1 | $1.33M | Sell |
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|
2017
Q4 | $1.55M | Sell |
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|
2017
Q3 | $1.24M | Sell |
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|
2017
Q2 | $1.25M | Sell |
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|
2017
Q1 | $1.47M | Sell |
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|
2016
Q4 | $1.43M | Sell |
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|
2016
Q3 | $1.49M | Buy |
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|
2016
Q2 | $1.51M | Buy |
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|
2016
Q1 | $1.41M | Sell |
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|
2015
Q4 | $2.89M | Buy |
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|
2015
Q3 | $1.58M | Sell |
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|
2015
Q2 | $2.03M | Buy |
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|
2015
Q1 | $2.32M | Sell |
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|
2014
Q4 | $2.89M | Sell |
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|
2014
Q3 | $2.6M | Sell |
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|
2014
Q2 | $2.63M | Sell |
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|
2014
Q1 | $2.75M | Sell |
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|
2013
Q4 | $2.89M | Buy |
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|
2013
Q3 | $2.67M | Sell |
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|
2013
Q2 | $2.78M | Buy |
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