Heck Capital 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
Q2 | $1.24M | Buy |
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|
2025
Q1 | $789K | Buy |
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|
2024
Q4 | $621K | Sell |
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|
2024
Q3 | $556K | Sell |
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|
2024
Q2 | $826K | Sell |
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|
2024
Q1 | $734K | Buy |
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|
2023
Q4 | $635K | Sell |
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|
2023
Q3 | $703K | Sell |
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|
2023
Q2 | $699K | Sell |
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|
2023
Q1 | $670K | Buy |
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|
2022
Q4 | $621K | Buy |
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|
2022
Q3 | $560K | Buy |
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|
2022
Q2 | $515K | Sell |
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|
2022
Q1 | $709K | Buy |
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|
2021
Q4 | $521K | Sell |
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|
2021
Q3 | $539K | Sell |
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|
2021
Q2 | $554K | Buy |
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|
2021
Q1 | $527K | Sell |
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|
2020
Q4 | $574K | Buy |
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|
2020
Q3 | $557K | Buy |
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|
2020
Q2 | $439K | Buy |
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|
2020
Q1 | $199K | Sell |
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|
2019
Q4 | $215K | Buy |
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|
2019
Q3 | $207K | Buy |
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|
2019
Q2 | $185K | Buy |
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|
2019
Q1 | $158K | Buy |
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|
2018
Q4 | $145K | Sell |
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|
2018
Q3 | $149K | Sell |
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|
2018
Q2 | $144K | Buy |
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