Exencial 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 | $2.6M | Buy |
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|
2025
Q2 | $2.35M | Sell |
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|
2025
Q1 | $2.47M | Buy |
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|
2024
Q4 | $2.46M | Buy |
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|
2024
Q3 | $1.76M | Sell |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $954K | Buy |
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|
2023
Q1 | $765K | Sell |
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|
2022
Q4 | $756K | Sell |
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|
2022
Q3 | $872K | Buy |
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|
2022
Q2 | $682K | Sell |
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|
2022
Q1 | $890K | Buy |
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|
2021
Q4 | $860K | Buy |
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|
2021
Q3 | $600K | Sell |
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|
2021
Q2 | $944K | Buy |
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|
2021
Q1 | $760K | Sell |
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|
2020
Q4 | $945K | Sell |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | $861K | Buy |
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|
2020
Q1 | $809K | Buy |
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|
2019
Q4 | $842K | Sell |
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|
2019
Q3 | $900K | Buy |
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|
2019
Q2 | $676K | Sell |
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|
2019
Q1 | $604K | Buy |
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|
2018
Q4 | $565K | Sell |
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|
2018
Q3 | $576K | Sell |
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|
2018
Q2 | $631K | Buy |
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|
2018
Q1 | $653K | Sell |
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|
2017
Q4 | $731K | Sell |
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|
2017
Q3 | $583K | Sell |
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|
2017
Q2 | $576K | Buy |
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|
2017
Q1 | $542K | Sell |
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|
2016
Q4 | $520K | Sell |
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|
2016
Q3 | $654K | Buy |
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|
2016
Q2 | $667K | Sell |
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|
2016
Q1 | $715K | Buy |
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|
2015
Q4 | $235K | Buy |
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|
2015
Q3 | $235K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $293K | Buy |
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|
2014
Q4 | $329K | Sell |
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|
2014
Q3 | $284K | Buy |
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|
2014
Q2 | $285K | Sell |
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|
2014
Q1 | $309K | Sell |
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|
2013
Q4 | $302K | Buy |
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|
2013
Q3 | $309K | Sell |
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|
2013
Q2 | $317K | Buy |
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