Concord Wealth Partners’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 | $2.88M | Buy |
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|
2025
Q2 | $2.72M | Buy |
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|
2025
Q1 | $2.39M | Sell |
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|
2024
Q4 | $3.9M | Buy |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $942K | Buy |
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|
2023
Q4 | $729K | Sell |
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|
2023
Q3 | $793K | Sell |
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|
2023
Q2 | $785K | Buy |
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|
2023
Q1 | $515K | Buy |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $497K | Sell |
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|
2022
Q2 | $488K | Sell |
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|
2022
Q1 | $631K | Sell |
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|
2021
Q4 | $653K | Buy |
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|
2021
Q3 | $110K | Sell |
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|
2021
Q2 | $403K | Buy |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | $44K | Buy |
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