Financial Perspectives’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 | $430K | Hold |
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|
2025
Q2 | $408K | Buy |
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|
2025
Q1 | $366K | Sell |
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|
2024
Q4 | $410K | Buy |
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|
2024
Q3 | $361K | Hold |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $249K | Hold |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $224K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $192K | Hold |
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|
2022
Q1 | $235K | Hold |
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|
2021
Q4 | $228K | Hold |
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|
2021
Q3 | $220K | Hold |
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|
2021
Q2 | $222K | Sell |
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|
2021
Q1 | $1.58M | Buy |
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|
2020
Q4 | $227K | Hold |
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|
2020
Q3 | $221K | Buy |
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|
2020
Q2 | $189K | Hold |
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|
2020
Q1 | $179K | Hold |
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|
2019
Q4 | $187K | Buy |
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