Plante Moran Financial 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 | $495K | Buy |
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|
2025
Q1 | $437K | Buy |
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|
2024
Q4 | $396K | Sell |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $390K | Sell |
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|
2023
Q1 | $367K | Sell |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $427K | Sell |
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|
2021
Q4 | $464K | Sell |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $378K | Sell |
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|
2021
Q1 | $522K | Buy |
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|
2020
Q4 | $545K | Sell |
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|
2020
Q3 | $613K | Buy |
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|
2020
Q2 | $512K | Sell |
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|
2020
Q1 | $543K | Sell |
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|
2019
Q4 | $622K | Sell |
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|
2019
Q3 | $634K | Sell |
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|
2019
Q2 | $676K | Buy |
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|
2019
Q1 | $514K | Hold |
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|
2018
Q4 | $491K | Buy |
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|
2018
Q3 | $455K | Sell |
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|
2018
Q2 | $539K | Buy |
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|
2018
Q1 | $524K | Buy |
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|
2017
Q4 | $556K | Buy |
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|
2017
Q3 | $437K | Buy |
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|
2017
Q2 | $409K | Sell |
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|
2017
Q1 | $426K | Sell |
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|
2016
Q4 | $442K | Buy |
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|
2016
Q3 | $408K | Buy |
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|
2016
Q2 | $246K | Buy |
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|
2016
Q1 | $210K | Sell |
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|
2015
Q4 | $365K | Sell |
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|
2015
Q3 | $426K | Sell |
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|
2015
Q2 | $482K | Sell |
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|
2015
Q1 | $621K | Buy |
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|
2014
Q4 | $633K | Buy |
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|
2014
Q3 | $448K | Sell |
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|
2014
Q2 | $475K | Buy |
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|
2014
Q1 | $342K | Buy |
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|
2013
Q4 | $343K | Hold |
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|
2013
Q3 | $322K | Buy |
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|
2013
Q2 | $324K | Buy |
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