Sheets Smith 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
Q3 | $1.71M | Buy |
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|
2025
Q2 | $1.62M | Sell |
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|
2025
Q1 | $1.84M | Buy |
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|
2024
Q4 | $1.88M | Sell |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $827K | Buy |
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|
2023
Q2 | $750K | Sell |
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|
2023
Q1 | $707K | Buy |
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|
2022
Q4 | $666K | Sell |
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|
2022
Q3 | $621K | Sell |
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|
2022
Q2 | $588K | Sell |
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|
2022
Q1 | $757K | Buy |
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|
2021
Q4 | $733K | Sell |
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|
2021
Q3 | $725K | Sell |
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|
2021
Q2 | $828K | Sell |
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|
2021
Q1 | $818K | Sell |
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|
2020
Q4 | $900K | Sell |
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|
2020
Q3 | $977K | Sell |
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|
2020
Q2 | $869K | Buy |
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|
2020
Q1 | $809K | Buy |
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|
2019
Q4 | $682K | Buy |
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|
2019
Q3 | $680K | Buy |
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|
2019
Q2 | $631K | Sell |
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|
2019
Q1 | $575K | Sell |
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|
2018
Q4 | $552K | Sell |
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|
2018
Q3 | $569K | Sell |
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|
2018
Q2 | $526K | Sell |
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|
2018
Q1 | $598K | Buy |
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|
2017
Q4 | $658K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $209K | Buy |
|