Kozak & 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
Q2 | $60.2K | Sell |
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|
2025
Q1 | $69.5K | Buy |
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|
2024
Q4 | $56.2K | Buy |
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|
2024
Q3 | $41.1K | Buy |
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|
2024
Q2 | $34.4K | Buy |
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|
2024
Q1 | $32.2K | Buy |
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|
2023
Q4 | $25.8K | Hold |
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|
2023
Q3 | $24.9K | Buy |
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|
2023
Q2 | $1.58K | Hold |
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|
2023
Q1 | $1.48K | Sell |
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|
2022
Q4 | $106K | Hold |
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|
2022
Q3 | $99K | Sell |
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|
2022
Q2 | $166K | Sell |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $229K | Buy |
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|
2021
Q3 | $160K | Buy |
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