Peterson Wealth 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
Q3 | $997K | Buy |
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|
2025
Q2 | $934K | Sell |
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|
2025
Q1 | $800K | Sell |
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|
2024
Q4 | $900K | Buy |
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|
2024
Q3 | $797K | Buy |
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|
2024
Q2 | $644K | Hold |
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|
2024
Q1 | $573K | Sell |
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|
2023
Q4 | $528K | Sell |
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|
2023
Q3 | $536K | Sell |
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|
2023
Q2 | $536K | Buy |
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|
2023
Q1 | $498K | Sell |
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|
2022
Q4 | $513K | Sell |
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|
2022
Q3 | $472K | Buy |
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|
2022
Q2 | $435K | Hold |
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|
2022
Q1 | $533K | Sell |
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|
2021
Q4 | $550K | Buy |
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|
2021
Q3 | $528K | Hold |
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|
2021
Q2 | $535K | Sell |
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|
2021
Q1 | $580K | Buy |
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|
2020
Q4 | $614K | Buy |
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