Financial Advisors’s Walmart Inc. Common Stock WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $358K | Hold |
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|
2025
Q2 | $339K | Hold |
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|
2025
Q1 | $305K | Sell |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $317K | Hold |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $263K | Buy |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $258K | Buy |
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|
2023
Q2 | $253K | Hold |
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|
2023
Q1 | $237K | Hold |
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $244K | Hold |
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|
2021
Q4 | $237K | Buy |
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|
2021
Q3 | $224K | Hold |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $219K | Buy |
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|
2020
Q4 | $217K | Hold |
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|
2020
Q3 | $211K | Buy |
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