KWB Wealth’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 | $1.92M | Sell |
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|
2025
Q2 | $1.73M | Sell |
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|
2025
Q1 | $1.82M | Hold |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $501K | Sell |
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|
2023
Q2 | $544K | Buy |
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|
2023
Q1 | $472K | Buy |
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|
2022
Q4 | $460K | Buy |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $426K | Buy |
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|
2022
Q1 | $486K | Hold |
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|
2021
Q4 | $486K | Sell |
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|
2021
Q3 | $519K | Buy |
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|
2021
Q2 | $496K | Hold |
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|
2021
Q1 | $496K | Buy |
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|
2020
Q4 | $396K | Buy |
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