Kellett Wealth 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
Q3 | $493K | Buy |
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|
2025
Q2 | $464K | Buy |
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|
2025
Q1 | $380K | Buy |
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|
2024
Q4 | $390K | Sell |
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|
2024
Q3 | $414K | Buy |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $342K | Buy |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $298K | Buy |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $265K | Buy |
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|
2021
Q4 | $226K | Buy |
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