Evolution Wealth Advisors’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 | $576K | Sell |
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|
2025
Q2 | $557K | Buy |
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|
2025
Q1 | $496K | Sell |
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|
2024
Q4 | $579K | Buy |
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|
2024
Q3 | $238K | Sell |
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|
2024
Q2 | $380K | Buy |
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|
2024
Q1 | $325K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $265K | Buy |
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|
2022
Q4 | $226K | Hold |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $219K | Hold |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $260 | Hold |
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|
2021
Q3 | $251K | Hold |
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|
2021
Q2 | $254K | Hold |
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|
2021
Q1 | $244K | Buy |
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $657K | Buy |
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|
2020
Q2 | $28K | Buy |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $26K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $22K | Buy |
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