Icon Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $910K | Sell |
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2023
Q2 | $903K | Sell |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q2 | $682K | Sell |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $1.08M | Hold |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $811K | Buy |
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|
2020
Q4 | $616K | Sell |
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|
2020
Q3 | $606K | Sell |
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|
2020
Q2 | $523K | Sell |
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|
2020
Q1 | $505K | Sell |
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|
2019
Q4 | $533K | Sell |
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|
2019
Q3 | $545K | Buy |
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|
2019
Q2 | $503K | Sell |
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|
2019
Q1 | $446K | Sell |
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|
2018
Q4 | $460K | Sell |
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|
2018
Q3 | $480K | Buy |
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|
2018
Q2 | $315K | Sell |
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|
2018
Q1 | $338K | Sell |
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|
2017
Q4 | $403K | Buy |
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