Concourse Financial Group Securities’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $9.2M | Sell |
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|
2024
Q3 | $8.28M | Sell |
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|
2024
Q2 | $7.17M | Sell |
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|
2024
Q1 | $6.74M | Buy |
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|
2023
Q4 | $5.66M | Buy |
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|
2023
Q3 | $5.44M | Buy |
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|
2023
Q2 | $5.1M | Buy |
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|
2023
Q1 | $4.64M | Buy |
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|
2022
Q4 | $4.36M | Buy |
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|
2022
Q3 | $3.67M | Sell |
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|
2022
Q2 | $3.55M | Sell |
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|
2022
Q1 | $4.39M | Sell |
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|
2021
Q4 | $4.96M | Buy |
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|
2021
Q3 | $4.2M | Buy |
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|
2021
Q2 | $3.79M | Buy |
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|
2021
Q1 | $3.41M | Buy |
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|
2020
Q4 | $3.58M | Buy |
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|
2020
Q3 | $3.08M | Buy |
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|
2020
Q2 | $2.47M | Buy |
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|
2020
Q1 | $2.1M | Buy |
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|
2019
Q4 | $1.82M | Buy |
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|
2019
Q3 | $472K | Sell |
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|
2019
Q2 | $2.04M | Buy |
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|
2019
Q1 | $1.76M | Buy |
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|
2018
Q4 | $1.67M | Buy |
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|
2018
Q3 | $812K | Buy |
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