Congress Wealth 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
Q2 | $10M | Buy |
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|
2025
Q1 | $7.61M | Buy |
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|
2024
Q4 | $4.25M | Buy |
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|
2024
Q3 | $3.69M | Buy |
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|
2024
Q2 | $948K | Buy |
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|
2024
Q1 | $754K | Sell |
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|
2023
Q4 | $762K | Buy |
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|
2023
Q3 | $427K | Sell |
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|
2023
Q2 | $468K | Sell |
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|
2023
Q1 | $484K | Sell |
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|
2022
Q4 | $508K | Sell |
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|
2022
Q3 | $485K | Sell |
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|
2022
Q2 | $470K | Sell |
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|
2022
Q1 | $603K | Sell |
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|
2021
Q4 | $654K | Buy |
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