Souders Financial 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 | $646K | Buy |
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|
2025
Q2 | $586K | Sell |
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|
2025
Q1 | $549K | Buy |
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|
2024
Q4 | $520K | Sell |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $219K | Buy |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $765K | Buy |
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|
2021
Q3 | $681K | Buy |
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|
2021
Q2 | $599K | Buy |
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|
2021
Q1 | $504K | Sell |
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|
2020
Q4 | $594K | Buy |
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|
2020
Q3 | $590K | Buy |
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|
2020
Q2 | $446K | Buy |
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|
2020
Q1 | $353K | Buy |
|