McLean Asset Management’s Walmart Inc. Common Stock WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $903K | Buy |
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|
2025
Q2 | $831K | Buy |
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|
2025
Q1 | $670K | Sell |
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|
2024
Q4 | $790K | Buy |
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|
2024
Q3 | $634K | Buy |
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|
2024
Q2 | $550K | Buy |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $394K | Hold |
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|
2023
Q3 | $397K | Buy |
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|
2023
Q2 | $395K | Buy |
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|
2023
Q1 | $368K | Sell |
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|
2022
Q4 | $383K | Buy |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $323K | Buy |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $351K | Sell |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | $318K | Sell |
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|
2020
Q4 | $355K | Buy |
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