Cobblestone Capital 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 | $1.02M | Buy |
|
|||||
|
2025
Q1 | $807K | Sell |
|
|||||
|
2024
Q4 | $851K | Buy |
|
|||||
|
2024
Q3 | $747K | Buy |
|
|||||
|
2024
Q2 | $560K | Hold |
|
|||||
|
2024
Q1 | $498K | Buy |
|
|||||
|
2023
Q4 | $403K | Sell |
|
|||||
|
2023
Q3 | $420K | Sell |
|
|||||
|
2023
Q2 | $419K | Hold |
|
|||||
|
2023
Q1 | $393K | Buy |
|
|||||
|
2022
Q4 | $375K | Sell |
|
|||||
|
2022
Q3 | $356K | Hold |
|
|||||
|
2022
Q2 | $334K | Buy |
|
|||||
|
2022
Q1 | $397K | Hold |
|
|||||
|
2021
Q4 | $386K | Buy |
|
|||||
|
2021
Q3 | $291K | Sell |
|
|||||
|
2021
Q2 | $330K | Sell |
|
|||||
|
2021
Q1 | $318K | Sell |
|
|||||
|
2020
Q4 | $365K | Sell |
|
|||||
|
2020
Q3 | $515K | Sell |
|
|||||
|
2020
Q2 | $519K | Sell |
|
|||||
|
2020
Q1 | $1.58M | Buy |
|
|||||
|
2019
Q4 | $337K | Hold |
|
|||||
|
2019
Q3 | $337K | Buy |
|
|||||
|
2019
Q2 | $264K | Hold |
|
|||||
|
2019
Q1 | $233K | Hold |
|
|||||
|
2018
Q4 | $223K | Hold |
|
|||||
|
2018
Q3 | $224K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $215K | Buy |
|