Jones Financial Companies’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 | $57.2M | Buy |
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|
2025
Q1 | $39.4M | Buy |
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|
2024
Q4 | $29.7M | Buy |
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|
2024
Q3 | $17.7M | Buy |
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|
2024
Q2 | $7.54M | Buy |
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|
2024
Q1 | $2.72M | Buy |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $2.03M | Sell |
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|
2023
Q2 | $3.12M | Buy |
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|
2023
Q1 | $1.86M | Buy |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.58M | Buy |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $2.25M | Sell |
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|
2021
Q4 | $2.59M | Buy |
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|
2021
Q3 | $1.77M | Sell |
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|
2021
Q2 | $2.05M | Sell |
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|
2021
Q1 | $7.84M | Buy |
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|
2020
Q4 | $7.92M | Sell |
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|
2020
Q3 | $7.86M | Buy |
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|
2020
Q2 | $841K | Sell |
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|
2020
Q1 | $899K | Sell |
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|
2019
Q4 | $1.68M | Buy |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $618K | Sell |
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|
2018
Q4 | $773K | Sell |
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|
2018
Q3 | $976K | Sell |
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|
2018
Q2 | $920K | Sell |
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|
2018
Q1 | $1.07M | Sell |
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|
2017
Q4 | $1.51M | Buy |
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|
2017
Q3 | $982K | Sell |
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|
2017
Q2 | $984K | Sell |
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|
2017
Q1 | $1.12M | Buy |
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|
2016
Q4 | $1.05M | Sell |
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|
2016
Q3 | $1.53M | Sell |
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|
2016
Q2 | $1.71M | Sell |
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|
2016
Q1 | $2.04M | Sell |
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|
2015
Q4 | $2.23M | Sell |
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|
2015
Q3 | $3.01M | Buy |
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|
2015
Q2 | $2.6M | Sell |
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|
2015
Q1 | $3.05M | Sell |
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|
2014
Q4 | $3.74M | Sell |
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|
2014
Q3 | $3.59M | Buy |
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|
2014
Q2 | $3.51M | Sell |
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|
2014
Q1 | $3.7M | Buy |
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|
2013
Q4 | $3.63M | Buy |
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|
2013
Q3 | $3.25M | Buy |
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|
2013
Q2 | $3.1M | Buy |
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