Stokes Capital Advisors’s Walmart Inc. Common Stock WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.52M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $425K | Sell |
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|
2021
Q4 | $537K | Buy |
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|
2021
Q3 | $507K | Sell |
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|
2021
Q2 | $3.29M | Sell |
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|
2021
Q1 | $4.58M | Buy |
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|
2020
Q4 | $4.55M | Buy |
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|
2020
Q3 | $4.41M | Sell |
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|
2020
Q2 | $4.01M | Buy |
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|
2020
Q1 | $3.53M | Buy |
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|
2019
Q4 | $3.4M | Sell |
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|
2019
Q3 | $3.41M | Hold |
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|
2019
Q2 | $3.18M | Buy |
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|
2019
Q1 | $2.73M | Buy |
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|
2018
Q4 | $2.32M | Buy |
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|
2018
Q3 | $2.12M | Buy |
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|
2018
Q2 | $1.72M | Buy |
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|
2018
Q1 | $1.61M | Buy |
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|
2017
Q4 | $638K | Buy |
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