Source 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $629K | Sell |
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|
2024
Q2 | $553K | Sell |
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|
2024
Q1 | $498K | Sell |
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|
2023
Q4 | $614K | Buy |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $415K | Buy |
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|
2023
Q1 | $372K | Sell |
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|
2022
Q4 | $564K | Sell |
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|
2022
Q3 | $517K | Buy |
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|
2022
Q2 | $467K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $207K | Sell |
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|
2021
Q2 | $214K | Buy |
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|
2021
Q1 | $205K | Sell |
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|
2020
Q4 | $225K | Buy |
|