Mount Yale 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 | $1.03M | Sell |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $334K | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $811K | Sell |
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|
2023
Q3 | $856K | Sell |
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|
2023
Q2 | $844K | Sell |
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|
2023
Q1 | $837K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $213K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $7.27M | Sell |
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|
2019
Q2 | $8.05M | Sell |
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|
2019
Q1 | $7.53M | Buy |
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|
2018
Q4 | $7.33M | Buy |
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|
2018
Q3 | $7.82M | Buy |
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|
2018
Q2 | $6.25M | Buy |
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|
2018
Q1 | $6.07M | Buy |
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