Moneta Group Investment Advisors’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 | $15.1M | Buy |
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|
2025
Q1 | $12.4M | Buy |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $9.76M | Buy |
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|
2024
Q2 | $7.81M | Buy |
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|
2024
Q1 | $6.55M | Buy |
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|
2023
Q4 | $4.83M | Buy |
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|
2023
Q3 | $4.81M | Buy |
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|
2023
Q2 | $4.5M | Buy |
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|
2023
Q1 | $3.47M | Buy |
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|
2022
Q4 | $3.26M | Buy |
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|
2022
Q3 | $2.64M | Sell |
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|
2022
Q2 | $2.61M | Buy |
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|
2022
Q1 | $2.99M | Buy |
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|
2021
Q4 | $2.59M | Buy |
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|
2021
Q3 | $2.01M | Buy |
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|
2021
Q2 | $1.9M | Sell |
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|
2021
Q1 | $1.86M | Buy |
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|
2020
Q4 | $1.53M | Buy |
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|
2020
Q3 | $760K | Sell |
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|
2020
Q2 | $1.1M | Buy |
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|
2020
Q1 | $797K | Sell |
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|
2019
Q4 | $954K | Sell |
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|
2019
Q3 | $1M | Buy |
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|
2019
Q2 | $534K | Sell |
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|
2019
Q1 | $545K | Sell |
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|
2018
Q4 | $733K | Sell |
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|
2018
Q3 | $1.04M | Sell |
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|
2018
Q2 | $1.25M | Buy |
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|
2018
Q1 | $397K | Buy |
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|
2017
Q4 | $102K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $397K | Buy |
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|
2016
Q1 | $302K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $583K | Buy |
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|
2015
Q2 | $610K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $331K | Sell |
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|
2014
Q3 | $350K | Buy |
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|
2014
Q2 | $333K | Buy |
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|
2014
Q1 | $328K | Sell |
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|
2013
Q4 | $359K | Buy |
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|
2013
Q3 | $328K | Buy |
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|
2013
Q2 | $317K | Buy |
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