Circle 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
Q2 | $576K | Buy |
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|
2025
Q1 | $514K | Buy |
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|
2024
Q4 | $522K | Buy |
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|
2024
Q3 | $464K | Buy |
|
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|
2024
Q2 | $363K | Sell |
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|
2024
Q1 | $508K | Buy |
|
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|
2023
Q4 | $443K | Sell |
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|
2023
Q3 | $586K | Buy |
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|
2023
Q2 | $442K | Buy |
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|
2023
Q1 | $413K | Buy |
|
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|
2022
Q4 | $397K | Buy |
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|
2022
Q3 | $347K | Sell |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $824K | Buy |
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|
2021
Q4 | $407K | Sell |
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|
2021
Q3 | $482K | Buy |
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|
2021
Q2 | $487K | Buy |
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|
2021
Q1 | $463K | Buy |
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|
2020
Q4 | $491K | Hold |
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|
2020
Q3 | $476K | Buy |
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|
2020
Q2 | $407K | Buy |
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|
2020
Q1 | $377K | Buy |
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|
2019
Q4 | $356K | Sell |
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|
2019
Q3 | $374K | Buy |
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|
2019
Q2 | $347K | Buy |
|