Heritage Wealth 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 | $48.3M | Sell |
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|
2025
Q1 | $44M | Buy |
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|
2024
Q4 | $45.2M | Sell |
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|
2024
Q3 | $44.5M | Sell |
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|
2024
Q2 | $37.9M | Buy |
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|
2024
Q1 | $33M | Buy |
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|
2023
Q4 | $28.3M | Buy |
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|
2023
Q3 | $28.7M | Sell |
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|
2023
Q2 | $29.5M | Buy |
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|
2023
Q1 | $27.5M | Buy |
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|
2022
Q4 | $24.9M | Buy |
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|
2022
Q3 | $22.1M | Buy |
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|
2022
Q2 | $19.2M | Buy |
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|
2022
Q1 | $19.4M | Buy |
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|
2021
Q4 | $17.4M | Buy |
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|
2021
Q3 | $15.5M | Buy |
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|
2021
Q2 | $14.9M | Buy |
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|
2021
Q1 | $12.3M | Buy |
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|
2020
Q4 | $10.3M | Sell |
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|
2020
Q3 | $10.1M | Buy |
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|
2020
Q2 | $8.6M | Buy |
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|
2020
Q1 | $6.58M | Buy |
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|
2019
Q4 | $5.18M | Buy |
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|
2019
Q3 | $4.64M | Buy |
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|
2019
Q2 | $3.86M | Sell |
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|
2019
Q1 | $3.41M | Buy |
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|
2018
Q4 | $2.76M | Buy |
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|
2018
Q3 | $2.62M | Buy |
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|
2018
Q2 | $2.13M | Buy |
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|
2018
Q1 | $2.12M | Buy |
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|
2017
Q4 | $2.12M | Buy |
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|
2017
Q3 | $1.58M | Buy |
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|
2017
Q2 | $1.44M | Buy |
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|
2017
Q1 | $1.29M | Buy |
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|
2016
Q4 | $1.1M | Buy |
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|
2016
Q3 | $925K | Buy |
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|
2016
Q2 | $847K | Buy |
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|
2016
Q1 | $669K | Buy |
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|
2015
Q4 | $527K | Buy |
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|
2015
Q3 | $504K | Buy |
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|
2015
Q2 | $522K | Buy |
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|
2015
Q1 | $596K | Buy |
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|
2014
Q4 | $590K | Buy |
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|
2014
Q3 | $510K | Sell |
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|
2014
Q2 | $516K | Hold |
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|
2014
Q1 | $524K | Hold |
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|
2013
Q4 | $540K | Buy |
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