Commonwealth Financial Services’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
$2.58M Buy
2025
Q2
$2.39M Sell
2025
Q1
$2.15M Sell
2024
Q4
$2.3M Sell
2024
Q3
$2.13M Buy
2024
Q2
$1.71M Buy
2024
Q1
$1.49M Sell
2023
Q4
$1.49M Buy
2023
Q3
$1.51M Buy
2017
Q1
$284K Sell
2016
Q4
$304K Sell
2016
Q3
$331K Buy
2016
Q2
$270K Hold
2016
Q1
$253K Sell
2015
Q4
$303K Buy
2015
Q3
$19K Hold
2015
Q2
$21K Hold
2015
Q1
$25K Hold
2014
Q4
$26K Buy