Schechter Investment 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
Q1
$2.63M Sell
2024
Q4
$3.13M Sell
2024
Q3
$3.57M Sell
2024
Q2
$3.51M Buy
2024
Q1
$3.06M Buy
2023
Q4
$2.66M Buy
2023
Q3
$2.69M Buy
2023
Q2
$2.55M Sell
2023
Q1
$2.41M Buy
2022
Q4
$1.64M Buy
2022
Q3
$1.41M Buy
2022
Q2
$594K Sell
2022
Q1
$1.35M Buy
2021
Q4
$1.06M Buy