Sound View Wealth Advisors Group’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.65M Sell
2025
Q1
$8.91M Sell
2024
Q4
$9.27M Buy
2024
Q3
$7.77M Buy
2024
Q2
$5.64M Sell
2024
Q1
$5.04M Sell
2023
Q4
$5.02M Buy
2023
Q3
$4.72M Buy
2023
Q2
$4.18M Sell
2023
Q1
$4.21M Sell
2022
Q4
$5.02M Buy
2022
Q3
$3.1M Buy
2022
Q2
$2.78M Sell
2022
Q1
$3.65M Buy
2021
Q4
$3.36M Buy
2021
Q3
$3.11M Buy
2021
Q2
$2.94M Sell
2021
Q1
$2.97M Buy
2020
Q4
$3.07M Buy
2020
Q3
$2.81M Sell
2020
Q2
$2.47M Sell
2020
Q1
$2.35M Buy
2019
Q4
$2.35M Sell
2019
Q3
$2.52M Sell
2019
Q2
$2.37M Buy