Robertson Stephens Wealth Management’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 | $8.01M | Buy |
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|
2025
Q1 | $6.94M | Buy |
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|
2024
Q4 | $6.04M | Buy |
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|
2024
Q3 | $5.03M | Sell |
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|
2024
Q2 | $4.29M | Buy |
|
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|
2024
Q1 | $3.59M | Sell |
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|
2023
Q4 | $4.49M | Sell |
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|
2023
Q3 | $8.93M | Buy |
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|
2023
Q2 | $2.15M | Sell |
|
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|
2023
Q1 | $2.22M | Buy |
|
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|
2022
Q4 | $2.01M | Buy |
|
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|
2022
Q3 | $1.82M | Sell |
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|
2022
Q2 | $2.2M | Buy |
|
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|
2022
Q1 | $2.56M | Buy |
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|
2021
Q4 | $2.44M | Buy |
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|
2021
Q3 | $307K | Sell |
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|
2021
Q2 | $313K | Sell |
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|
2021
Q1 | $313K | Buy |
|