HBK Sorce 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 | $7.59M | Buy |
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|
2025
Q2 | $6.64M | Buy |
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|
2025
Q1 | $5.81M | Buy |
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|
2024
Q4 | $5.82M | Sell |
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|
2024
Q3 | $5.25M | Buy |
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|
2024
Q2 | $4.29M | Sell |
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|
2024
Q1 | $3.92M | Buy |
|
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|
2023
Q4 | $3.26M | Sell |
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|
2023
Q3 | $4.1M | Sell |
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|
2023
Q2 | $4.11M | Sell |
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|
2023
Q1 | $3.87M | Sell |
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|
2022
Q4 | $7.41M | Buy |
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|
2022
Q3 | $3.25M | Buy |
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|
2022
Q2 | $2.38M | Sell |
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|
2022
Q1 | $3.15M | Sell |
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|
2021
Q4 | $3.72M | Buy |
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|
2021
Q3 | $3.38M | Buy |
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|
2021
Q2 | $3.14M | Buy |
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|
2021
Q1 | $2.67M | Sell |
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|
2020
Q4 | $2.95M | Sell |
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|
2020
Q3 | $2.89M | Sell |
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|
2020
Q2 | $2.85M | Buy |
|
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|
2020
Q1 | $2.01M | Sell |
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|
2019
Q4 | $2.14M | Buy |
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|
2019
Q3 | $2.03M | Buy |
|
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|
2019
Q2 | $1.68M | Buy |
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|
2019
Q1 | $1.23M | Buy |
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|
2018
Q4 | $1.15M | Buy |
|
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|
2018
Q3 | $1.12M | Buy |
|
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|
2018
Q2 | $1.02M | Buy |
|
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|
2018
Q1 | $1.01M | Sell |
|
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|
2017
Q4 | $1.23M | Buy |
|
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|
2017
Q3 | $928K | Buy |
|
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|
2017
Q2 | $882K | Sell |
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|
2017
Q1 | $960K | Sell |
|
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|
2016
Q4 | $1.02M | Sell |
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|
2016
Q3 | $1.12M | Buy |
|
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|
2016
Q2 | $1.06M | Buy |
|
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|
2016
Q1 | $911K | Buy |
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|
2015
Q4 | $544K | Sell |
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|
2015
Q3 | $602K | Sell |
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|
2015
Q2 | $696K | Sell |
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|
2015
Q1 | $888K | Sell |
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|
2014
Q4 | $1.04M | Buy |
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|
2014
Q3 | $706K | Sell |
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|
2014
Q2 | $698K | Buy |
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|
2014
Q1 | $684K | Buy |
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|
2013
Q4 | $624K | Sell |
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|
2013
Q3 | $613K | Sell |
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|
2013
Q2 | $1.17M | Buy |
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