EP Wealth 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
Q2 | $21.5M | Buy |
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|
2025
Q1 | $16M | Buy |
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|
2024
Q4 | $16.2M | Buy |
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|
2024
Q3 | $14M | Buy |
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|
2024
Q2 | $11.1M | Buy |
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|
2024
Q1 | $8.88M | Buy |
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|
2023
Q4 | $7.52M | Buy |
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|
2023
Q3 | $6.9M | Sell |
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|
2023
Q2 | $6.88M | Buy |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $3.68M | Buy |
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|
2022
Q3 | $3.29M | Sell |
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|
2022
Q2 | $3.52M | Buy |
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|
2022
Q1 | $4.01M | Buy |
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|
2021
Q4 | $3.82M | Buy |
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|
2021
Q3 | $3.16M | Sell |
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|
2021
Q2 | $3.46M | Buy |
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|
2021
Q1 | $3.18M | Buy |
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|
2020
Q4 | $3.21M | Buy |
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|
2020
Q3 | $3.05M | Sell |
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|
2020
Q2 | $2.62M | Sell |
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|
2020
Q1 | $2.57M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $347K | Buy |
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|
2018
Q3 | $335K | Buy |
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