Ritter Daniher Financial Advisory’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 | $232K | Hold |
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|
2025
Q2 | $220K | Buy |
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|
2025
Q1 | $129K | Hold |
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|
2024
Q4 | $133K | Hold |
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|
2024
Q3 | $118K | Hold |
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|
2024
Q2 | $99.3K | Sell |
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|
2024
Q1 | $91.3K | Hold |
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|
2023
Q4 | $79.8K | Hold |
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|
2023
Q3 | $80.9K | Hold |
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|
2023
Q2 | $79.5K | Buy |
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|
2023
Q1 | $69.4K | Hold |
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|
2022
Q4 | $66.8K | Buy |
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|
2022
Q3 | $61K | Hold |
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|
2022
Q2 | $57K | Hold |
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|
2022
Q1 | $70K | Hold |
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|
2021
Q4 | $68K | Buy |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $20K | Hold |
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|
2020
Q4 | $22K | Buy |
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