SOA Wealth 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 | $1.05M | Buy |
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|
2025
Q2 | $956K | Sell |
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|
2025
Q1 | $834K | Buy |
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|
2024
Q4 | $831K | Buy |
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|
2024
Q3 | $731K | Buy |
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|
2024
Q2 | $588K | Buy |
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|
2024
Q1 | $521K | Buy |
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|
2023
Q4 | $454K | Sell |
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|
2023
Q3 | $471K | Buy |
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|
2023
Q2 | $462K | Buy |
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|
2023
Q1 | $431K | Buy |
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|
2022
Q4 | $414K | Hold |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $409K | Sell |
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|
2021
Q4 | $405K | Sell |
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|
2021
Q3 | $408K | Buy |
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|
2021
Q2 | $412K | Buy |
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|
2021
Q1 | $391K | Buy |
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|
2020
Q4 | $376K | Buy |
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