CWS Financial Advisors’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 | $2.41M | Buy |
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|
2025
Q2 | $2.29M | Buy |
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|
2025
Q1 | $2.05M | Buy |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $528K | Buy |
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|
2023
Q4 | $459K | Buy |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $991K | Sell |
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|
2022
Q2 | $949K | Sell |
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|
2022
Q1 | $1.46M | Hold |
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|
2021
Q4 | $1.42M | Buy |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $1.32M | Hold |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $1.34M | Hold |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $560K | Hold |
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|
2019
Q4 | $560K | Buy |
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