Pinnacle Family 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 | $647K | Buy |
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|
2025
Q1 | $577K | Sell |
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|
2024
Q4 | $612K | Buy |
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|
2024
Q3 | $439K | Buy |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $355K | Buy |
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $315K | Buy |
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|
2023
Q1 | $283K | Sell |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q3 | $275K | Sell |
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|
2022
Q2 | $268K | Sell |
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|
2022
Q1 | $332K | Buy |
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|
2021
Q4 | $311K | Buy |
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|
2021
Q3 | $267K | Sell |
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|
2021
Q2 | $341K | Sell |
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|
2021
Q1 | $472K | Sell |
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|
2020
Q4 | $875K | Buy |
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|
2020
Q3 | $288K | Sell |
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|
2020
Q2 | $248K | Sell |
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|
2020
Q1 | $446K | Buy |
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|
2019
Q4 | $459K | Sell |
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|
2019
Q3 | $459K | Sell |
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|
2019
Q2 | $431K | Sell |
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|
2019
Q1 | $472K | Buy |
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|
2018
Q4 | $400K | Sell |
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|
2018
Q3 | $415K | Sell |
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|
2018
Q2 | $467K | Buy |
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|
2018
Q1 | $233K | Buy |
|