Simon Quick 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
Q3 | $4.84M | Buy |
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|
2025
Q2 | $4.37M | Buy |
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|
2025
Q1 | $2.54M | Buy |
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|
2024
Q4 | $2.03M | Buy |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $758K | Buy |
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|
2023
Q4 | $521K | Sell |
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|
2023
Q3 | $548K | Buy |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $389K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $75K | Sell |
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|
2021
Q4 | $165K | Buy |
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|
2021
Q3 | $125K | Buy |
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|
2021
Q2 | $108K | Sell |
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|
2021
Q1 | $105K | Sell |
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|
2020
Q4 | $140K | Sell |
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|
2020
Q3 | $155K | Sell |
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|
2020
Q2 | $206K | Buy |
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|
2020
Q1 | $85K | Sell |
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|
2019
Q4 | $104K | Buy |
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|
2019
Q3 | $43K | Buy |
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|
2019
Q2 | $12.2K | Sell |
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|
2019
Q1 | $29K | Sell |
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|
2018
Q4 | $28K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $62K | Buy |
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