Sound View Wealth Advisors Group’s Walmart Inc. Common Stock WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.2M | Buy |
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|
2025
Q2 | $9.65M | Sell |
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|
2025
Q1 | $8.91M | Sell |
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|
2024
Q4 | $9.27M | Buy |
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|
2024
Q3 | $7.77M | Buy |
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|
2024
Q2 | $5.64M | Sell |
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|
2024
Q1 | $5.04M | Sell |
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|
2023
Q4 | $5.02M | Buy |
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|
2023
Q3 | $4.72M | Buy |
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|
2023
Q2 | $4.18M | Sell |
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|
2023
Q1 | $4.21M | Sell |
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|
2022
Q4 | $5.02M | Buy |
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|
2022
Q3 | $3.1M | Buy |
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|
2022
Q2 | $2.78M | Sell |
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|
2022
Q1 | $3.65M | Buy |
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|
2021
Q4 | $3.36M | Buy |
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|
2021
Q3 | $3.11M | Buy |
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|
2021
Q2 | $2.94M | Sell |
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|
2021
Q1 | $2.97M | Buy |
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|
2020
Q4 | $3.07M | Buy |
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|
2020
Q3 | $2.81M | Sell |
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|
2020
Q2 | $2.47M | Sell |
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|
2020
Q1 | $2.35M | Buy |
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|
2019
Q4 | $2.35M | Sell |
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|
2019
Q3 | $2.52M | Sell |
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|
2019
Q2 | $2.37M | Buy |
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