Lantz Financial’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 | $1.06M | Buy |
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|
2025
Q2 | $984K | Buy |
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|
2025
Q1 | $872K | Buy |
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|
2024
Q4 | $890K | Buy |
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|
2024
Q3 | $770K | Buy |
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|
2024
Q2 | $633K | Buy |
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|
2024
Q1 | $560K | Buy |
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|
2023
Q4 | $468K | Sell |
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|
2023
Q3 | $476K | Buy |
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|
2023
Q2 | $465K | Buy |
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|
2023
Q1 | $400K | Hold |
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|
2022
Q4 | $384K | Hold |
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|
2022
Q3 | $351K | Hold |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $418K | Sell |
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|
2021
Q4 | $425K | Hold |
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|
2021
Q3 | $409K | Hold |
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|
2021
Q2 | $414K | Hold |
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|
2021
Q1 | $399K | Hold |
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|
2020
Q4 | $423K | Hold |
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|
2020
Q3 | $411K | Hold |
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|
2020
Q2 | $352K | Sell |
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|
2020
Q1 | $374K | Sell |
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|
2019
Q4 | $415K | Hold |
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|
2019
Q3 | $406K | Sell |
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|
2019
Q2 | $405K | Buy |
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|
2019
Q1 | $340K | Buy |
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