Compass Ion 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 | $847K | Buy |
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|
2025
Q2 | $780K | Buy |
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|
2025
Q1 | $686K | Sell |
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|
2024
Q4 | $717K | Buy |
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|
2024
Q3 | $582K | Buy |
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|
2024
Q2 | $412K | Hold |
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|
2024
Q1 | $412K | Buy |
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|
2023
Q4 | $360K | Sell |
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|
2023
Q3 | $644K | Buy |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $265K | Buy |
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $258K | Sell |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $252K | Sell |
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|
2020
Q4 | $268K | Sell |
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|
2020
Q3 | $263K | Buy |
|