Private Wealth Advisors (California)’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 | $877K | Sell |
|
|||||
|
2025
Q1 | $804K | Buy |
|
|||||
|
2024
Q4 | $801K | Sell |
|
|||||
|
2024
Q3 | $730K | Buy |
|
|||||
|
2024
Q2 | $605K | Buy |
|
|||||
|
2024
Q1 | $538K | Buy |
|
|||||
|
2023
Q4 | $469K | Sell |
|
|||||
|
2023
Q3 | $519K | Sell |
|
|||||
|
2023
Q2 | $510K | Sell |
|
|||||
|
2023
Q1 | $479K | Sell |
|
|||||
|
2022
Q4 | $461K | Sell |
|
|||||
|
2022
Q3 | $423K | Buy |
|
|||||
|
2022
Q2 | $423K | Sell |
|
|||||
|
2022
Q1 | $488K | Sell |
|
|||||
|
2021
Q4 | $475K | Sell |
|
|||||
|
2021
Q3 | $507K | Buy |
|
|||||
|
2021
Q2 | $492K | Buy |
|
|||||
|
2021
Q1 | $471K | Sell |
|
|||||
|
2020
Q4 | $688K | Buy |
|
|||||
|
2020
Q3 | $652K | Hold |
|
|||||
|
2020
Q2 | $558K | Sell |
|
|||||
|
2020
Q1 | $532K | Sell |
|
|||||
|
2019
Q4 | $656K | Sell |
|
|||||
|
2019
Q3 | $670K | Buy |
|
|||||
|
2019
Q2 | $546K | Hold |
|
|||||
|
2019
Q1 | $546K | Buy |
|
|||||
|
2018
Q4 | $515K | Buy |
|