Kestra Private Wealth 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 | $39.8M | Buy |
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|
2025
Q1 | $34M | Buy |
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|
2024
Q4 | $34.2M | Buy |
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|
2024
Q3 | $27.8M | Sell |
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|
2024
Q2 | $25.6M | Buy |
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|
2024
Q1 | $22.6M | Sell |
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|
2023
Q4 | $19.9M | Buy |
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|
2023
Q3 | $17.7M | Buy |
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|
2023
Q2 | $16.4M | Buy |
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|
2023
Q1 | $14.4M | Buy |
|
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|
2022
Q4 | $10.6M | Buy |
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|
2022
Q3 | $8.92M | Buy |
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|
2022
Q2 | $7.74M | Buy |
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|
2022
Q1 | $7.52M | Sell |
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|
2021
Q4 | $8.11M | Buy |
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|
2021
Q3 | $6.93M | Buy |
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|
2021
Q2 | $6.69M | Sell |
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|
2021
Q1 | $6.74M | Buy |
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|
2020
Q4 | $5.22M | Buy |
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|
2020
Q3 | $4.43M | Buy |
|