Ellsworth Advisors’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 | $813K | Buy |
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|
2025
Q2 | $635K | Buy |
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|
2025
Q1 | $485K | Buy |
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|
2024
Q4 | $498K | Sell |
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|
2024
Q3 | $482K | Sell |
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|
2024
Q2 | $408K | Sell |
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|
2024
Q1 | $2.04M | Buy |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $285K | Hold |
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|
2022
Q4 | $272K | Buy |
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