GoalVest Advisory’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 | $2.46M | Buy |
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|
2025
Q2 | $2.21M | Buy |
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|
2025
Q1 | $1.95M | Sell |
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|
2024
Q4 | $2.22M | Sell |
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|
2024
Q3 | $2.04M | Buy |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $951K | Buy |
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|
2022
Q3 | $710K | Sell |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $919K | Buy |
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