Sterling Investment Advisors (Missouri)’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 | $877K | Sell |
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|
2025
Q2 | $849K | Buy |
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|
2025
Q1 | $743K | Sell |
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|
2024
Q4 | $843K | Hold |
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|
2024
Q3 | $753K | Buy |
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|
2024
Q2 | $630K | Buy |
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|
2024
Q1 | $555K | Buy |
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|
2023
Q4 | $483K | Hold |
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|
2023
Q3 | $490K | Buy |
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|
2023
Q2 | $479K | Buy |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | $427K | Sell |
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|
2022
Q3 | $414K | Buy |
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|
2022
Q2 | $386K | Buy |
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|
2022
Q1 | $472K | Buy |
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|
2021
Q4 | $458K | Hold |
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|
2021
Q3 | $441K | Buy |
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|
2021
Q2 | $446K | Buy |
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|
2021
Q1 | $429K | Buy |
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|
2020
Q4 | $456K | Hold |
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|
2020
Q3 | $442K | Buy |
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|
2020
Q2 | $378K | Buy |
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|
2020
Q1 | $359K | Buy |
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|
2019
Q4 | $375K | Hold |
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|
2019
Q3 | $375K | Buy |
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|
2019
Q2 | $349K | Buy |
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|
2019
Q1 | $307K | Buy |
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|
2018
Q4 | $293K | Sell |
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|
2018
Q3 | $302K | Buy |
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|
2018
Q2 | $275K | Buy |
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|
2018
Q1 | $285K | Sell |
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|
2017
Q4 | $355K | Hold |
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|
2017
Q3 | $281K | Buy |
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|
2017
Q2 | $266K | Buy |
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|
2017
Q1 | $253K | Sell |
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|
2016
Q4 | $244K | Sell |
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|
2016
Q3 | $256K | Buy |
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|
2016
Q2 | $259K | Buy |
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|
2016
Q1 | $243K | Buy |
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|
2015
Q4 | $216K | Buy |
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|
2015
Q3 | $227K | Buy |
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|
2015
Q2 | $246K | Buy |
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|
2015
Q1 | $282K | Buy |
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|
2014
Q4 | $293K | Buy |
|