David J. Yvars 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 | $649K | Buy |
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|
2025
Q1 | $582K | Buy |
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|
2024
Q4 | $599K | Sell |
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|
2024
Q3 | $655K | Buy |
|
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|
2024
Q2 | $541K | Buy |
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|
2024
Q1 | $453K | Buy |
|
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|
2023
Q4 | $387K | Hold |
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|
2023
Q3 | $392K | Buy |
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|
2023
Q2 | $385K | Buy |
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|
2023
Q1 | $360K | Buy |
|
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $260K | Sell |
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|
2022
Q1 | $318K | Buy |
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|
2021
Q4 | $309K | Hold |
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|
2021
Q3 | $293K | Sell |
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|
2021
Q2 | $311K | Buy |
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|
2021
Q1 | $289K | Buy |
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|
2020
Q4 | $306K | Buy |
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