J.W. Cole 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 | $28.7M | Buy |
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|
2025
Q1 | $14.9M | Buy |
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|
2024
Q4 | $12.3M | Buy |
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|
2024
Q3 | $10.7M | Buy |
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|
2024
Q2 | $8.22M | Buy |
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|
2024
Q1 | $5.29M | Buy |
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|
2023
Q4 | $4.47M | Sell |
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|
2023
Q3 | $4.67M | Buy |
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|
2023
Q2 | $3.99M | Sell |
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|
2023
Q1 | $4.09M | Buy |
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|
2022
Q4 | $3.52M | Sell |
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|
2022
Q3 | $4.49M | Buy |
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|
2022
Q2 | $3.94M | Buy |
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|
2022
Q1 | $4.19M | Sell |
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|
2021
Q4 | $4.15M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.89M | Buy |
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|
2021
Q1 | $3.71M | Buy |
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|
2020
Q4 | $3.83M | Sell |
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|
2020
Q3 | $6.13M | Buy |
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|
2020
Q2 | $2.48M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.61M | Buy |
|