Key Financial Inc’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $469K | Buy |
|
|||||
|
2025
Q2 | $439K | Buy |
|
|||||
|
2025
Q1 | $364K | Hold |
|
|||||
|
2024
Q4 | $374K | Sell |
|
|||||
|
2024
Q3 | $370K | Buy |
|
|||||
|
2024
Q2 | $305K | Hold |
|
|||||
|
2024
Q1 | $271K | Hold |
|
|||||
|
2023
Q4 | $237K | Sell |
|
|||||
|
2023
Q3 | $254K | Buy |
|
|||||
|
2023
Q2 | $247K | Buy |
|
|||||
|
2023
Q1 | $207K | Hold |
|
|||||
|
2022
Q4 | $182K | Hold |
|
|||||
|
2022
Q3 | $182K | Hold |
|
|||||
|
2022
Q2 | $172K | Buy |
|
|||||
|
2022
Q1 | $200K | Buy |
|
|||||
|
2021
Q4 | $133K | Sell |
|
|||||
|
2021
Q3 | $142K | Buy |
|
|||||
|
2021
Q2 | $131K | Hold |
|
|||||
|
2021
Q1 | $125K | Buy |
|
|||||
|
2020
Q4 | $115K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $70K | Buy |
|