Evercore Wealth Management’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 | $7.86M | Buy |
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|
2025
Q1 | $7.06M | Sell |
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|
2024
Q4 | $7.55M | Sell |
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|
2024
Q3 | $6.83M | Buy |
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|
2024
Q2 | $5.69M | Buy |
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|
2024
Q1 | $4.96M | Buy |
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|
2023
Q4 | $4.33M | Buy |
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|
2023
Q3 | $4.21M | Sell |
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|
2023
Q2 | $4.15M | Sell |
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|
2023
Q1 | $3.9M | Sell |
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|
2022
Q4 | $3.8M | Buy |
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|
2022
Q3 | $3.47M | Buy |
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|
2022
Q2 | $3.24M | Sell |
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|
2022
Q1 | $4.08M | Sell |
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|
2021
Q4 | $6.32M | Sell |
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|
2021
Q3 | $6.11M | Sell |
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|
2021
Q2 | $7.1M | Buy |
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|
2021
Q1 | $6.78M | Buy |
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|
2020
Q4 | $5.75M | Buy |
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|
2020
Q3 | $5.45M | Buy |
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|
2020
Q2 | $3.4M | Sell |
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|
2020
Q1 | $3.33M | Buy |
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|
2019
Q4 | $3.37M | Buy |
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|
2019
Q3 | $3.27M | Sell |
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|
2019
Q2 | $3.05M | Buy |
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|
2019
Q1 | $2.52M | Sell |
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|
2018
Q4 | $2.52M | Sell |
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|
2018
Q3 | $2.63M | Buy |
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|
2018
Q2 | $2.16M | Buy |
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|
2018
Q1 | $2.21M | Sell |
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|
2017
Q4 | $2.52M | Sell |
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|
2017
Q3 | $2.01M | Sell |
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|
2017
Q2 | $2.21M | Buy |
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|
2017
Q1 | $2.05M | Buy |
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|
2016
Q4 | $1.94M | Sell |
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|
2016
Q3 | $2.08M | Buy |
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|
2016
Q2 | $2.01M | Buy |
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|
2016
Q1 | $1.65M | Sell |
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|
2015
Q4 | $1.72M | Sell |
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|
2015
Q3 | $1.91M | Buy |
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|
2015
Q2 | $2.07M | Sell |
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|
2015
Q1 | $2.75M | Sell |
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|
2014
Q4 | $2.91M | Sell |
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|
2014
Q3 | $2.91M | Sell |
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|
2014
Q2 | $2.9M | Buy |
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|
2014
Q1 | $2.86M | Sell |
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|
2013
Q4 | $4.7M | Buy |
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|
2013
Q3 | $3.56M | Sell |
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|
2013
Q2 | $4.4M | Buy |
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