Evermay 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 | $565K | Sell |
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|
2025
Q1 | $557K | Buy |
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|
2024
Q4 | $573K | Hold |
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|
2024
Q3 | $511K | Sell |
|
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|
2024
Q2 | $445K | Buy |
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|
2024
Q1 | $376K | Sell |
|
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|
2023
Q4 | $330K | Buy |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | $299K | Buy |
|
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $197K | Sell |
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|
2022
Q1 | $296K | Sell |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q3 | $235K | Sell |
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|
2021
Q2 | $733K | Sell |
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|
2021
Q1 | $713K | Buy |
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|
2020
Q4 | $741K | Buy |
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|
2020
Q3 | $703K | Hold |
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|
2020
Q2 | $602K | Buy |
|