Montis 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 | $641K | Sell |
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|
2025
Q2 | $618K | Buy |
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|
2025
Q1 | $555K | Sell |
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|
2024
Q4 | $584K | Buy |
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|
2024
Q3 | $487K | Buy |
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|
2024
Q2 | $327K | Buy |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $278K | Hold |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $210K | Hold |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $250K | Hold |
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|
2021
Q3 | $235K | Sell |
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|
2021
Q2 | $289K | Sell |
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|
2021
Q1 | $300K | Hold |
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|
2020
Q4 | $318K | Buy |
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