One Charles Private Wealth Services’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 | $1.04M | Buy |
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|
2025
Q1 | $806K | Buy |
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|
2024
Q4 | $829K | Sell |
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|
2024
Q3 | $755K | Sell |
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|
2024
Q2 | $640K | Buy |
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|
2024
Q1 | $566K | Buy |
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|
2023
Q4 | $483K | Hold |
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|
2023
Q3 | $490K | Sell |
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|
2023
Q2 | $484K | Sell |
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|
2023
Q1 | $461K | Sell |
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|
2022
Q4 | $454K | Sell |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $422K | Buy |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $437K | Hold |
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|
2021
Q3 | $421K | Buy |
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|
2021
Q2 | $426K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $351K | Buy |
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