Glass Jacobson Investment 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 | $31.9K | Hold |
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|
2025
Q2 | $30.3K | Sell |
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|
2025
Q1 | $691K | Hold |
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|
2024
Q4 | $691K | Buy |
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|
2024
Q3 | $484K | Sell |
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|
2024
Q2 | $427K | Hold |
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|
2024
Q1 | $380K | Sell |
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|
2023
Q4 | $332K | Hold |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $331K | Buy |
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|
2022
Q4 | $302K | Buy |
|