Steward Partners Investment Advisory’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 | $95.6M | Buy |
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|
2025
Q1 | $83.7M | Sell |
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|
2024
Q4 | $92.4M | Buy |
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|
2024
Q3 | $80.4M | Buy |
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|
2024
Q2 | $63M | Buy |
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|
2024
Q1 | $55.1M | Buy |
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|
2023
Q4 | $37M | Buy |
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|
2023
Q3 | $36.9M | Sell |
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|
2023
Q2 | $36.9M | Buy |
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|
2023
Q1 | $29.6M | Buy |
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|
2022
Q4 | $26.8M | Sell |
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|
2022
Q3 | $24.7M | Sell |
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|
2022
Q2 | $25.2M | Sell |
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|
2022
Q1 | $34.1M | Buy |
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|
2021
Q4 | $32.2M | Buy |
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|
2021
Q3 | $27.9M | Sell |
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|
2021
Q2 | $29.1M | Buy |
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|
2021
Q1 | $28M | Buy |
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|
2020
Q4 | $24.9M | Buy |
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|
2020
Q3 | $22.6M | Buy |
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|
2020
Q2 | $15.9M | Buy |
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|
2020
Q1 | $14.1M | Buy |
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|
2019
Q4 | $14M | Sell |
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|
2019
Q3 | $14.8M | Buy |
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|
2019
Q2 | $13.4M | Buy |
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|
2019
Q1 | $10.9M | Buy |
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|
2018
Q4 | $10.2M | Buy |
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|
2018
Q3 | $5.38M | Sell |
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|
2018
Q2 | $5.25M | Buy |
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|
2018
Q1 | $5.03M | Buy |
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|
2017
Q4 | $5.48M | Buy |
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|
2017
Q3 | $3.56M | Buy |
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|
2017
Q2 | $3.31M | Buy |
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|
2017
Q1 | $1.87M | Buy |
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|
2016
Q4 | $664K | Buy |
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