Crestwood Advisors Group’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 | $5.56M | Buy |
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|
2025
Q1 | $4.83M | Buy |
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|
2024
Q4 | $4.18M | Buy |
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|
2024
Q3 | $2.75M | Buy |
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|
2024
Q2 | $2.08M | Buy |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $1.59M | Buy |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $611K | Buy |
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|
2022
Q4 | $574K | Sell |
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|
2022
Q3 | $554K | Sell |
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|
2022
Q2 | $555K | Sell |
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|
2022
Q1 | $756K | Buy |
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|
2021
Q4 | $699K | Buy |
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|
2021
Q3 | $617K | Sell |
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|
2021
Q2 | $642K | Sell |
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|
2021
Q1 | $644K | Sell |
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|
2020
Q4 | $750K | Sell |
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|
2020
Q3 | $735K | Buy |
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|
2020
Q2 | $544K | Buy |
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|
2020
Q1 | $479K | Buy |
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|
2019
Q4 | $322K | Buy |
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|
2019
Q3 | $209K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $241K | Hold |
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|
2017
Q4 | $267K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $572K | Buy |
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|
2016
Q4 | $509K | Sell |
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|
2016
Q3 | $604K | Sell |
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|
2016
Q2 | $641K | Buy |
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|
2016
Q1 | $561K | Sell |
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|
2015
Q4 | $601K | Sell |
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|
2015
Q3 | $9.55M | Buy |
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|
2015
Q2 | $9.37M | Buy |
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|
2015
Q1 | $10.5M | Buy |
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|
2014
Q4 | $10.4M | Buy |
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|
2014
Q3 | $8.91M | Sell |
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|
2014
Q2 | $8.97M | Buy |
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|
2014
Q1 | $8.71M | Buy |
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|
2013
Q4 | $8.51M | Buy |
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|
2013
Q3 | $7.98M | Buy |
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|
2013
Q2 | $7.93M | Buy |
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