Sterling Investment Advisors (Pennsylvania)’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 | $4.69M | Sell |
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|
2025
Q1 | $4.29M | Buy |
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|
2024
Q4 | $4.37M | Sell |
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|
2024
Q3 | $4.04M | Sell |
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|
2024
Q2 | $3.43M | Sell |
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|
2024
Q1 | $3.06M | Buy |
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|
2023
Q4 | $2.6M | Buy |
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|
2023
Q3 | $2.54M | Sell |
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|
2023
Q2 | $2.56M | Sell |
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|
2023
Q1 | $2.4M | Sell |
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|
2022
Q4 | $2.32M | Sell |
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|
2022
Q3 | $2.13M | Buy |
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|
2022
Q2 | $2M | Sell |
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|
2022
Q1 | $2.51M | Sell |
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|
2021
Q4 | $2.47M | Buy |
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|
2021
Q3 | $2.28M | Buy |
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|
2021
Q2 | $2.28M | Buy |
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|
2021
Q1 | $2.18M | Buy |
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|
2020
Q4 | $2.15M | Sell |
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|
2020
Q3 | $2.11M | Sell |
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|
2020
Q2 | $1.83M | Buy |
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|
2020
Q1 | $1.74M | Buy |
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|
2019
Q4 | $1.81M | Buy |
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|
2019
Q3 | $1.8M | Buy |
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|
2019
Q2 | $1.68M | Sell |
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|
2019
Q1 | $1.58M | Buy |
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|
2018
Q4 | $1.5M | Sell |
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|
2018
Q3 | $1.56M | Buy |
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|
2018
Q2 | $1.37M | Buy |
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|
2018
Q1 | $1.35M | Sell |
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|
2017
Q4 | $1.51M | Buy |
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|
2017
Q3 | $63K | Hold |
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|
2017
Q2 | $61K | Hold |
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|
2017
Q1 | $58K | Buy |
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|
2016
Q4 | $32K | Buy |
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