RSWM
Robertson Stephens Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.01M | Buy |
81,938
+3,122
| +4% | +$305K | 0.25% | 73 |
|
|
2025
Q1 | $6.94M | Buy |
78,816
+12,135
| +18% | +$1.07M | 0.24% | 78 |
|
|
2024
Q4 | $6.04M | Buy |
66,681
+4,447
| +7% | +$403K | 0.21% | 93 |
|
|
2024
Q3 | $5.03M | Sell |
62,234
-1,067
| -2% | -$86.2K | 0.18% | 110 |
|
|
2024
Q2 | $4.29M | Buy |
63,301
+3,854
| +6% | +$261K | 0.22% | 87 |
|
|
2024
Q1 | $3.59M | Buy |
59,447
+31,050
| +109% | -$1.55M | 0.19% | 95 |
|
|
2023
Q4 | $4.49M | Sell |
28,397
-27,454
| -49% | -$4.34M | 0.27% | 61 |
|
|
2023
Q3 | $8.93M | Buy |
55,851
+42,149
| +308% | +$6.74M | 0.6% | 32 |
|
|
2023
Q2 | $2.15M | Sell |
13,702
-1,269
| -8% | -$199K | 0.15% | 122 |
|
|
2023
Q1 | $2.22M | Buy |
14,971
+817
| +6% | +$121K | 0.17% | 112 |
|
|
2022
Q4 | $2.01M | Buy |
14,154
+117
| +0.8% | +$16.7K | 0.2% | 105 |
|
|
2022
Q3 | $1.82M | Sell |
14,037
-4,045
| -22% | -$524K | 0.19% | 98 |
|
|
2022
Q2 | $2.2M | Buy |
18,082
+934
| +5% | +$114K | 0.21% | 95 |
|
|
2022
Q1 | $2.56M | Buy |
17,148
+341
| +2% | +$51K | 0.22% | 90 |
|
|
2021
Q4 | $2.44M | Buy |
16,807
+14,599
| +661% | +$2.12M | 0.21% | 98 |
|
|
2021
Q3 | $307K | Sell |
2,208
-18
| -0.8% | -$2.5K | 0.03% | 255 |
|
|
2021
Q2 | $313K | Sell |
2,226
-72
| -3% | -$10.1K | 0.04% | 259 |
|
|
2021
Q1 | $313K | Buy |
+2,298
| New | +$313K | 0.05% | 229 |
|