Private 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
Q3 | $1.9M | Sell |
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|
2025
Q2 | $1.82M | Sell |
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|
2025
Q1 | $1.65M | Buy |
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|
2024
Q4 | $1.69M | Hold |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $874K | Buy |
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|
2023
Q3 | $869K | Hold |
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|
2023
Q2 | $854K | Hold |
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|
2023
Q1 | $801K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $497K | Buy |
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|
2020
Q3 | $427K | Hold |
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|
2020
Q2 | $365K | Buy |
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|
2020
Q1 | $340K | Sell |
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|
2019
Q4 | $386K | Buy |
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|
2019
Q3 | $284K | Buy |
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|
2019
Q2 | $247K | Hold |
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|
2019
Q1 | $218K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $204K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $422K | Hold |
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|
2016
Q2 | $427K | Sell |
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|
2016
Q1 | $408K | Sell |
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|
2015
Q4 | $395K | Sell |
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|
2015
Q3 | $571K | Buy |
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|
2015
Q2 | $599K | Hold |
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|
2015
Q1 | $695K | Hold |
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|
2014
Q4 | $726K | Buy |
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|
2014
Q3 | $623K | Sell |
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|
2014
Q2 | $642K | Hold |
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|
2014
Q1 | $653K | Buy |
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|
2013
Q4 | $665K | Sell |
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|
2013
Q3 | $662K | Hold |
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|
2013
Q2 | $667K | Buy |
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