Core Wealth Advisors (Florida)’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
Q3 | $460K | Buy |
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|
2025
Q2 | $425K | Buy |
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|
2025
Q1 | $374K | Sell |
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|
2024
Q4 | $399K | Sell |
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|
2024
Q3 | $361K | Sell |
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|
2024
Q2 | $314K | Buy |
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|
2024
Q1 | $276K | Buy |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | $173K | Hold |
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|
2023
Q2 | $170K | Buy |
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|
2023
Q1 | $142K | Sell |
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|
2022
Q4 | $150K | Buy |
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|
2022
Q3 | $130K | Buy |
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|
2022
Q2 | $109K | Sell |
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|
2022
Q1 | $142K | Sell |
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|
2021
Q4 | $149K | Hold |
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|
2021
Q3 | $143K | Sell |
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|
2021
Q2 | $146K | Sell |
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|
2021
Q1 | $166K | Buy |
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|
2020
Q4 | $174K | Sell |
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|
2020
Q3 | $192K | Buy |
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|
2020
Q2 | $135K | Buy |
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|
2020
Q1 | $122K | Hold |
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|
2019
Q4 | $128K | Buy |
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