Essex Financial Services’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 | $4.93M | Buy |
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|
2025
Q1 | $4.24M | Sell |
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|
2024
Q4 | $4.69M | Sell |
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|
2024
Q3 | $4.3M | Sell |
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|
2024
Q2 | $4.06M | Buy |
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|
2024
Q1 | $2.12M | Buy |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.11M | Hold |
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|
2021
Q1 | $1.11M | Sell |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $877K | Buy |
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|
2020
Q2 | $592K | Sell |
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|
2020
Q1 | $621K | Sell |
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|
2019
Q4 | $732K | Buy |
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|
2019
Q3 | $724K | Sell |
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|
2019
Q2 | $717K | Buy |
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|
2019
Q1 | $601K | Sell |
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|
2018
Q4 | $599K | Sell |
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|
2018
Q3 | $959K | Sell |
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|
2018
Q2 | $874K | Buy |
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|
2018
Q1 | $853K | Buy |
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|
2017
Q4 | $930K | Buy |
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|
2017
Q3 | $728K | Sell |
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|
2017
Q2 | $729K | Sell |
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|
2017
Q1 | $731K | Buy |
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|
2016
Q4 | $699K | Buy |
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|
2016
Q3 | $645K | Buy |
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|
2016
Q2 | $645K | Sell |
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|
2016
Q1 | $672K | Sell |
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|
2015
Q4 | $687K | Sell |
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|
2015
Q3 | $761K | Buy |
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|
2015
Q2 | $791K | Sell |
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|
2015
Q1 | $1.21M | Buy |
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|
2014
Q4 | $1.19M | Buy |
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|
2014
Q3 | $941K | Sell |
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|
2014
Q2 | $946K | Buy |
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|
2014
Q1 | $899K | Buy |
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|
2013
Q4 | $835K | Sell |
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|
2013
Q3 | $818 | Sell |
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|
2013
Q2 | $841K | Buy |
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