EWM
Evercore Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.86M | Buy |
80,397
+10
| +0% | +$978 | 0.12% | 82 |
|
|
2025
Q1 | $7.06M | Sell |
80,387
-3,199
| -4% | -$281K | 0.11% | 85 |
|
|
2024
Q4 | $7.55M | Sell |
83,586
-971
| -1% | -$87.7K | 0.11% | 84 |
|
|
2024
Q3 | $6.83M | Buy |
84,557
+528
| +0.6% | +$42.6K | 0.1% | 86 |
|
|
2024
Q2 | $5.69M | Buy |
84,029
+1,566
| +2% | +$106K | 0.09% | 91 |
|
|
2024
Q1 | $4.96M | Buy |
82,463
+54,984
| +200% | +$3.31M | 0.08% | 97 |
|
|
2023
Q4 | $4.33M | Buy |
27,479
+1,177
| +4% | +$186K | 0.07% | 103 |
|
|
2023
Q3 | $4.21M | Sell |
26,302
-110
| -0.4% | -$17.6K | 0.08% | 100 |
|
|
2023
Q2 | $4.15M | Sell |
26,412
-27
| -0.1% | -$4.24K | 0.08% | 103 |
|
|
2023
Q1 | $3.9M | Sell |
26,439
-364
| -1% | -$53.7K | 0.08% | 102 |
|
|
2022
Q4 | $3.8M | Buy |
26,803
+43
| +0.2% | +$6.1K | 0.08% | 101 |
|
|
2022
Q3 | $3.47M | Buy |
26,760
+117
| +0.4% | +$15.2K | 0.08% | 102 |
|
|
2022
Q2 | $3.24M | Sell |
26,643
-779
| -3% | -$94.7K | 0.07% | 116 |
|
|
2022
Q1 | $4.08M | Sell |
27,422
-16,223
| -37% | -$2.42M | 0.07% | 112 |
|
|
2021
Q4 | $6.32M | Sell |
43,645
-185
| -0.4% | -$26.8K | 0.1% | 94 |
|
|
2021
Q3 | $6.11M | Sell |
43,830
-6,509
| -13% | -$907K | 0.11% | 91 |
|
|
2021
Q2 | $7.1M | Buy |
50,339
+437
| +0.9% | +$61.6K | 0.13% | 84 |
|
|
2021
Q1 | $6.78M | Buy |
49,902
+10,051
| +25% | +$1.37M | 0.13% | 87 |
|
|
2020
Q4 | $5.75M | Buy |
39,851
+874
| +2% | +$126K | 0.12% | 92 |
|
|
2020
Q3 | $5.45M | Buy |
38,977
+10,603
| +37% | +$1.48M | 0.13% | 86 |
|
|
2020
Q2 | $3.4M | Sell |
28,374
-912
| -3% | -$109K | 0.09% | 99 |
|
|
2020
Q1 | $3.33M | Buy |
29,286
+896
| +3% | +$102K | 0.11% | 93 |
|
|
2019
Q4 | $3.37M | Buy |
28,390
+816
| +3% | +$96.9K | 0.09% | 115 |
|
|
2019
Q3 | $3.27M | Sell |
27,574
-16
| -0.1% | -$1.9K | 0.1% | 113 |
|
|
2019
Q2 | $3.05M | Buy |
27,590
+1,774
| +7% | +$196K | 0.09% | 121 |
|
|
2019
Q1 | $2.52M | Sell |
25,816
-1,248
| -5% | -$122K | 0.08% | 130 |
|
|
2018
Q4 | $2.52M | Sell |
27,064
-925
| -3% | -$86.2K | 0.1% | 115 |
|
|
2018
Q3 | $2.63M | Buy |
27,989
+2,721
| +11% | +$255K | 0.08% | 123 |
|
|
2018
Q2 | $2.16M | Buy |
25,268
+484
| +2% | +$41.5K | 0.07% | 134 |
|
|
2018
Q1 | $2.21M | Sell |
24,784
-775
| -3% | -$69K | 0.08% | 123 |
|
|
2017
Q4 | $2.52M | Sell |
25,559
-200
| -0.8% | -$19.8K | 0.09% | 120 |
|
|
2017
Q3 | $2.01M | Sell |
25,759
-3,402
| -12% | -$266K | 0.08% | 134 |
|
|
2017
Q2 | $2.21M | Buy |
29,161
+660
| +2% | +$50K | 0.09% | 127 |
|
|
2017
Q1 | $2.05M | Buy |
28,501
+506
| +2% | +$36.5K | 0.08% | 131 |
|
|
2016
Q4 | $1.94M | Sell |
27,995
-805
| -3% | -$55.6K | 0.08% | 132 |
|
|
2016
Q3 | $2.08M | Buy |
28,800
+1,288
| +5% | +$92.9K | 0.09% | 131 |
|
|
2016
Q2 | $2.01M | Buy |
27,512
+3,495
| +15% | +$255K | 0.09% | 129 |
|
|
2016
Q1 | $1.65M | Sell |
24,017
-4,062
| -14% | -$278K | 0.07% | 138 |
|
|
2015
Q4 | $1.72M | Sell |
28,079
-1,439
| -5% | -$88.2K | 0.08% | 139 |
|
|
2015
Q3 | $1.91M | Buy |
29,518
+347
| +1% | +$22.4K | 0.09% | 130 |
|
|
2015
Q2 | $2.07M | Sell |
29,171
-4,398
| -13% | -$311K | 0.09% | 132 |
|
|
2015
Q1 | $2.75M | Sell |
33,569
-169
| -0.5% | -$13.9K | 0.13% | 118 |
|
|
2014
Q4 | $2.91M | Sell |
33,738
-4,342
| -11% | -$374K | 0.14% | 108 |
|
|
2014
Q3 | $2.91M | Sell |
38,080
-473
| -1% | -$36.2K | 0.15% | 118 |
|
|
2014
Q2 | $2.9M | Buy |
38,553
+1,174
| +3% | +$88.4K | 0.15% | 118 |
|
|
2014
Q1 | $2.86M | Sell |
37,379
-22,374
| -37% | -$1.71M | 0.16% | 118 |
|
|
2013
Q4 | $4.7M | Buy |
59,753
+11,605
| +24% | +$913K | 0.26% | 98 |
|
|
2013
Q3 | $3.56M | Sell |
48,148
-10,982
| -19% | -$813K | 0.2% | 118 |
|
|
2013
Q2 | $4.4M | Buy |
+59,130
| New | +$4.4M | 0.25% | 106 |
|