Kelman-Lazarov Inc’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 | $1.12M | Buy |
|
|||||
|
2025
Q1 | $989K | Buy |
|
|||||
|
2024
Q4 | $1.02M | Sell |
|
|||||
|
2024
Q3 | $912K | Buy |
|
|||||
|
2024
Q2 | $764K | Sell |
|
|||||
|
2024
Q1 | $713K | Buy |
|
|||||
|
2023
Q4 | $619K | Buy |
|
|||||
|
2023
Q3 | $617K | Buy |
|
|||||
|
2023
Q2 | $558K | Buy |
|
|||||
|
2023
Q1 | $496K | Hold |
|
|||||
|
2022
Q4 | $477K | Sell |
|
|||||
|
2022
Q3 | $465K | Sell |
|
|||||
|
2022
Q2 | $606K | Buy |
|
|||||
|
2022
Q1 | $741K | Hold |
|
|||||
|
2021
Q4 | $720K | Hold |
|
|||||
|
2021
Q3 | $693K | Hold |
|
|||||
|
2021
Q2 | $702K | Sell |
|
|||||
|
2021
Q1 | $678K | Hold |
|
|||||
|
2020
Q4 | $720K | Sell |
|
|||||
|
2020
Q3 | $725K | Hold |
|
|||||
|
2020
Q2 | $620K | Hold |
|
|||||
|
2020
Q1 | $589K | Sell |
|
|||||
|
2019
Q4 | $938K | Sell |
|
|||||
|
2019
Q3 | $990K | Sell |
|
|||||
|
2019
Q2 | $992K | Sell |
|
|||||
|
2019
Q1 | $1.07M | Sell |
|
|||||
|
2018
Q4 | $1.08M | Sell |
|
|||||
|
2018
Q3 | $1.27M | Sell |
|
|||||
|
2018
Q2 | $1.2M | Sell |
|
|||||
|
2018
Q1 | $1.31M | Sell |
|
|||||
|
2017
Q4 | $1.82M | Buy |
|
|||||
|
2017
Q3 | $1.3M | Buy |
|
|||||
|
2017
Q2 | $1.23M | Buy |
|
|||||
|
2017
Q1 | $412K | Hold |
|
|||||
|
2016
Q4 | $395K | Sell |
|
|||||
|
2016
Q3 | $940K | Sell |
|
|||||
|
2016
Q2 | $981K | Sell |
|
|||||
|
2016
Q1 | $949K | Buy |
|