Klingman & Associates’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 | $2.11M | Buy |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $820K | Buy |
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|
2024
Q4 | $828K | Buy |
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|
2024
Q3 | $718K | Buy |
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|
2024
Q2 | $599K | Buy |
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|
2024
Q1 | $502K | Buy |
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|
2023
Q4 | $416K | Buy |
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|
2023
Q3 | $419K | Buy |
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|
2023
Q2 | $333K | Buy |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $261K | Sell |
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|
2021
Q2 | $279K | Sell |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q4 | $262K | Buy |
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|
2020
Q3 | $245K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $135K | Hold |
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|
2016
Q2 | $137K | Hold |
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|
2016
Q1 | $128K | Hold |
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|
2015
Q4 | $115K | Hold |
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|
2015
Q3 | $121K | Hold |
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|
2015
Q2 | $133K | Hold |
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|
2015
Q1 | $154K | Hold |
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|
2014
Q4 | $160K | Buy |
|