Joel Isaacson & Co’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 | $4.01M | Buy |
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|
2025
Q2 | $3.17M | Buy |
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|
2025
Q1 | $2.74M | Buy |
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|
2024
Q4 | $2.68M | Buy |
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|
2024
Q3 | $2.37M | Sell |
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|
2024
Q2 | $2.01M | Buy |
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|
2024
Q1 | $1.76M | Buy |
|
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|
2023
Q4 | $1.22M | Buy |
|
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|
2023
Q3 | $1.23M | Buy |
|
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|
2023
Q2 | $1.17M | Buy |
|
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|
2023
Q1 | $1.1M | Buy |
|
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|
2022
Q4 | $1.04M | Buy |
|
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|
2022
Q3 | $860K | Buy |
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|
2022
Q2 | $749K | Buy |
|
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|
2022
Q1 | $939K | Sell |
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|
2021
Q4 | $893K | Buy |
|
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|
2021
Q3 | $834K | Buy |
|
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|
2021
Q2 | $842K | Sell |
|
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|
2021
Q1 | $953K | Buy |
|
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|
2020
Q4 | $803K | Sell |
|
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|
2020
Q3 | $781K | Sell |
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|
2020
Q2 | $679K | Buy |
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|
2020
Q1 | $627K | Buy |
|
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|
2019
Q4 | $584K | Buy |
|
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|
2019
Q3 | $572K | Sell |
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|
2019
Q2 | $562K | Sell |
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|
2019
Q1 | $508K | Sell |
|
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|
2018
Q4 | $563K | Buy |
|
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|
2018
Q3 | $440K | Buy |
|
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|
2018
Q2 | $384K | Hold |
|
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|
2018
Q1 | $399K | Hold |
|
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|
2017
Q4 | $443K | Sell |
|
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|
2017
Q3 | $361K | Hold |
|
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|
2017
Q2 | $349K | Hold |
|
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|
2017
Q1 | $333K | Buy |
|
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|
2016
Q4 | $285K | Hold |
|
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|
2016
Q3 | $297K | Hold |
|
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|
2016
Q2 | $301K | Sell |
|
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|
2016
Q1 | $354K | Hold |
|
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|
2015
Q4 | $317K | Hold |
|
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|
2015
Q3 | $335K | Hold |
|
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|
2015
Q2 | $367K | Sell |
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|
2015
Q1 | $482K | Buy |
|
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|
2014
Q4 | $493K | Sell |
|
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|
2014
Q3 | $477K | Buy |
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|
2014
Q2 | $467K | Buy |
|
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|
2014
Q1 | $341K | Hold |
|
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|
2013
Q4 | $352K | Buy |
|
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|
2013
Q3 | $293K | Buy |
|
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|
2013
Q2 | $184K | Buy |
|