Congress Asset Management’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 | $1.57M | Sell |
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|
2025
Q2 | $2.19M | Sell |
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|
2025
Q1 | $2.06M | Sell |
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|
2024
Q4 | $2.19M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $530K | Sell |
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|
2022
Q3 | $503K | Sell |
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|
2022
Q2 | $538K | Buy |
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|
2022
Q1 | $566K | Buy |
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|
2021
Q4 | $460K | Sell |
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|
2021
Q3 | $457K | Buy |
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|
2021
Q2 | $417K | Sell |
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|
2021
Q1 | $523K | Sell |
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|
2020
Q4 | $563K | Buy |
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|
2020
Q3 | $520K | Buy |
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|
2020
Q2 | $364K | Sell |
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|
2020
Q1 | $353K | Buy |
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|
2019
Q4 | $367K | Sell |
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|
2019
Q3 | $371K | Buy |
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|
2019
Q2 | $337K | Sell |
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|
2019
Q1 | $312K | Sell |
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|
2018
Q4 | $303K | Buy |
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|
2018
Q3 | $298K | Sell |
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|
2018
Q2 | $291K | Hold |
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|
2018
Q1 | $302K | Sell |
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|
2017
Q4 | $365K | Hold |
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|
2017
Q3 | $289K | Buy |
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|
2017
Q2 | $272K | Buy |
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|
2017
Q1 | $238K | Hold |
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|
2016
Q4 | $228K | Hold |
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|
2016
Q3 | $238K | Hold |
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|
2016
Q2 | $241K | Hold |
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|
2016
Q1 | $226K | Hold |
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|
2015
Q4 | $202K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $217K | Sell |
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|
2015
Q1 | $259K | Hold |
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|
2014
Q4 | $271K | Sell |
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|
2014
Q3 | $470K | Sell |
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|
2014
Q2 | $526K | Buy |
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|
2014
Q1 | $527K | Buy |
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|
2013
Q4 | $515K | Hold |
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|
2013
Q3 | $484K | Sell |
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|
2013
Q2 | $493K | Buy |
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