Claris 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
Q3 | $960K | Hold |
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|
2025
Q2 | $960K | Sell |
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|
2025
Q1 | $870K | Buy |
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|
2024
Q4 | $584K | Buy |
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|
2024
Q3 | $490K | Buy |
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|
2024
Q2 | $404K | Hold |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $306K | Hold |
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|
2023
Q3 | $310K | Hold |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $254K | Hold |
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|
2022
Q1 | $311K | Hold |
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|
2021
Q4 | $302K | Buy |
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