Halbert Hargrove Global 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 | $280K | Buy |
|
|||||
|
2025
Q2 | $262K | Sell |
|
|||||
|
2025
Q1 | $244K | Buy |
|
|||||
|
2024
Q4 | $236K | Sell |
|
|||||
|
2024
Q3 | $214K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $352K | Buy |
|
|||||
|
2022
Q4 | $338K | Buy |
|
|||||
|
2022
Q3 | $288K | Buy |
|
|||||
|
2022
Q2 | $265K | Buy |
|
|||||
|
2022
Q1 | $317K | Sell |
|
|||||
|
2021
Q4 | $320K | Sell |
|
|||||
|
2021
Q3 | $320K | Sell |
|
|||||
|
2021
Q2 | $350K | Buy |
|
|||||
|
2021
Q1 | $316K | Buy |
|
|||||
|
2020
Q4 | $319K | Sell |
|
|||||
|
2020
Q3 | $315K | Sell |
|
|||||
|
2020
Q2 | $271K | Buy |
|
|||||
|
2020
Q1 | $235K | Buy |
|
|||||
|
2019
Q4 | $218K | Sell |
|
|||||
|
2019
Q3 | $221K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $214K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $201K | Sell |
|
|||||
|
2015
Q3 | $260K | Sell |
|
|||||
|
2015
Q2 | $573K | Sell |
|
|||||
|
2015
Q1 | $744K | Buy |
|
|||||
|
2014
Q4 | $488K | Buy |
|
|||||
|
2014
Q3 | $427K | Buy |
|
|||||
|
2014
Q2 | $291K | Buy |
|