Steel Grove Capital Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $246K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $270K | Buy |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $533K | Buy |
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|
2022
Q4 | $441K | Hold |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $347K | Buy |
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|
2022
Q1 | $419K | Sell |
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|
2021
Q4 | $538K | Sell |
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|
2021
Q3 | $557K | Buy |
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|
2021
Q2 | $538K | Buy |
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|
2021
Q1 | $515K | Hold |
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|
2020
Q4 | $547K | Buy |
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|
2020
Q3 | $485K | Buy |
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|
2020
Q2 | $397K | Sell |
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|
2020
Q1 | $747K | Sell |
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|
2019
Q4 | $885K | Sell |
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|
2019
Q3 | $906K | Hold |
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|
2019
Q2 | $844K | Sell |
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|
2019
Q1 | $1.27M | Sell |
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|
2018
Q4 | $1.75M | Buy |
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|
2018
Q3 | $1.66M | Buy |
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|
2018
Q2 | $1.41M | Buy |
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|
2018
Q1 | $1.27M | Sell |
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|
2017
Q4 | $6.98M | Buy |
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|
2017
Q3 | $5.33M | Buy |
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|
2017
Q2 | $646K | Buy |
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|
2017
Q1 | $267K | Buy |
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