Phoenix 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 | $3.86M | Sell |
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|
2025
Q2 | $3.72M | Sell |
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|
2025
Q1 | $3.59M | Sell |
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|
2024
Q4 | $4.17M | Sell |
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|
2024
Q3 | $3.87M | Sell |
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|
2024
Q2 | $3.89M | Sell |
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|
2024
Q1 | $3.5M | Buy |
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|
2023
Q4 | $2.41M | Sell |
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|
2023
Q3 | $2.44M | Buy |
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|
2023
Q2 | $2.35M | Buy |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $955K | Buy |
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|
2021
Q3 | $687K | Buy |
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|
2021
Q2 | $675K | Buy |
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|
2021
Q1 | $635K | Sell |
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|
2020
Q4 | $830K | Buy |
|