Liberty Wealth Management’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 | $680K | Buy |
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|
2025
Q2 | $622K | Buy |
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|
2025
Q1 | $558K | Sell |
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|
2024
Q4 | $585K | Buy |
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|
2024
Q3 | $522K | Sell |
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|
2024
Q2 | $346K | Buy |
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|
2024
Q1 | $270K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $1.26M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $112K | Buy |
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|
2021
Q2 | $107K | Sell |
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|
2021
Q1 | $105K | Hold |
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|
2020
Q4 | $105K | Sell |
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|
2020
Q3 | $125K | Sell |
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|
2020
Q2 | $108K | Buy |
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|
2020
Q1 | $98K | Sell |
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|
2019
Q4 | $109K | Sell |
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|
2019
Q3 | $120K | Buy |
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|
2019
Q2 | $91K | Buy |
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|
2019
Q1 | $79K | Buy |
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|
2018
Q4 | $76K | Buy |
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