Kestra Advisory Services’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
$66M Sell
2025
Q1
$64.8M Sell
2024
Q4
$67.9M Sell
2024
Q3
$64.5M Sell
2024
Q2
$51.8M Buy
2024
Q1
$39.5M Buy
2023
Q4
$30.5M Buy
2023
Q3
$24.7M Sell
2023
Q2
$28M Buy
2023
Q1
$22.2M Sell
2022
Q4
$27.4M Sell
2022
Q3
$28M Sell
2022
Q2
$33.2M Buy
2022
Q1
$34.2M Sell
2021
Q4
$35.1M Buy
2021
Q3
$32M Sell
2021
Q2
$33M Buy
2021
Q1
$30.5M Sell
2020
Q4
$32.7M Buy
2020
Q3
$28M Buy