Resonant Capital 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
Q3
$1.9M Buy
2025
Q2
$1.68M Buy
2025
Q1
$1.14M Buy
2024
Q4
$1.13M Buy
2024
Q3
$955K Buy
2024
Q2
$674K Buy
2024
Q1
$548K Buy
2023
Q4
$309K Buy
2023
Q3
$308K Buy
2023
Q2
$235K Buy
2023
Q1
$211K Sell
2022
Q4
$475K Buy
2022
Q2
Sell
2022
Q1
$205K Buy
2020
Q3
Sell
2020
Q2
$316K Buy
2020
Q1
Sell
2019
Q4
$222K Buy