Lee 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 | $1.64M | Buy |
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|
2025
Q2 | $1.45M | Buy |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $892K | Buy |
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|
2024
Q1 | $770K | Buy |
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|
2023
Q4 | $644K | Buy |
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|
2023
Q3 | $639K | Buy |
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|
2023
Q2 | $623K | Sell |
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|
2023
Q1 | $680K | Sell |
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|
2022
Q4 | $666K | Hold |
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|
2022
Q3 | $609K | Buy |
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|
2022
Q2 | $568K | Sell |
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|
2022
Q1 | $697K | Buy |
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|
2021
Q4 | $623K | Buy |
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|
2021
Q3 | $599K | Buy |
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|
2021
Q2 | $605K | Sell |
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|
2021
Q1 | $584K | Buy |
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|
2020
Q4 | $496K | Sell |
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|
2020
Q3 | $481K | Buy |
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|
2020
Q2 | $405K | Sell |
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|
2020
Q1 | $413K | Buy |
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|
2019
Q4 | $360K | Hold |
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|
2019
Q3 | $360K | Sell |
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|
2019
Q2 | $350K | Buy |
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|
2019
Q1 | $284K | Buy |
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|
2018
Q4 | $194K | Hold |
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|
2018
Q3 | $195K | Sell |
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|
2018
Q2 | $284K | Sell |
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|
2018
Q1 | $418K | Buy |
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|
2017
Q4 | $171K | Buy |
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|
2017
Q3 | $129K | Sell |
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|
2017
Q2 | $159K | Buy |
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|
2017
Q1 | $148K | Hold |
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|
2016
Q4 | $142K | Buy |
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