Summit Place Financial Advisors’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 | $4.27M | Buy |
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|
2025
Q1 | $3.81M | Sell |
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|
2024
Q4 | $4.06M | Sell |
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|
2024
Q3 | $3.89M | Sell |
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|
2024
Q2 | $3.56M | Sell |
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|
2024
Q1 | $3.17M | Sell |
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|
2023
Q4 | $2.88M | Buy |
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|
2023
Q3 | $2.72M | Sell |
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|
2023
Q2 | $2.84M | Sell |
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|
2023
Q1 | $2.7M | Buy |
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|
2022
Q4 | $2.42M | Buy |
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|
2022
Q3 | $1.92M | Buy |
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|
2022
Q2 | $1.78M | Buy |
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|
2022
Q1 | $1.84M | Buy |
|