Lyell 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
Q2 | $11.6M | Buy |
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|
2025
Q1 | $9.13M | Buy |
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|
2024
Q4 | $8.51M | Buy |
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|
2024
Q3 | $6.68M | Buy |
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|
2024
Q2 | $5.02M | Buy |
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|
2024
Q1 | $349K | Buy |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | $215K | Buy |
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|
2021
Q3 | $201K | Hold |
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|
2021
Q2 | $203K | Buy |
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