Everhart Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.92M | Buy |
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|
2025
Q2 | $3.55M | Buy |
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|
2025
Q1 | $2.85M | Buy |
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|
2024
Q4 | $2.85M | Buy |
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|
2024
Q3 | $2.41M | Buy |
|
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|
2024
Q2 | $1.77M | Buy |
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|
2024
Q1 | $1.41M | Buy |
|
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.03M | Buy |
|
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|
2023
Q1 | $918K | Sell |
|
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|
2022
Q4 | $886K | Buy |
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|
2022
Q3 | $664K | Buy |
|
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|
2022
Q2 | $404K | Sell |
|
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|
2022
Q1 | $645K | Buy |
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|
2021
Q4 | $456K | Sell |
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|
2021
Q3 | $457K | Buy |
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|
2021
Q2 | $414K | Buy |
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|
2021
Q1 | $247K | Buy |
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|
2020
Q4 | $251K | Buy |
|