Principle Wealth Partners’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 | $2.01M | Buy |
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|
2025
Q1 | $1.59M | Hold |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $975K | Hold |
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|
2023
Q3 | $989K | Buy |
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|
2023
Q2 | $964K | Buy |
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|
2023
Q1 | $827K | Hold |
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|
2022
Q4 | $796K | Buy |
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|
2022
Q3 | $727 | Sell |
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|
2022
Q2 | $767K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $956K | Buy |
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|
2020
Q4 | $831K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $82K | Buy |
|