Joseph P. Lucia & Associates’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 | $349K | Buy |
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|
2025
Q2 | $331K | Sell |
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|
2025
Q1 | $300K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $29K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $39K | Sell |
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|
2021
Q1 | $53K | Buy |
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|
2020
Q4 | $54K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $30K | Buy |
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|
2020
Q1 | $26K | Buy |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $14K | Sell |
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|
2019
Q1 | $130 | Buy |
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