Summit Trail 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
Q3 | $13.6M | Buy |
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|
2025
Q2 | $11.2M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.62M | Buy |
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|
2024
Q2 | $2.43M | Buy |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $859K | Buy |
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|
2022
Q4 | $500K | Sell |
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|
2022
Q3 | $581K | Buy |
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|
2022
Q2 | $312K | Buy |
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|
2022
Q1 | $353K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $278K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $490K | Buy |
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|
2017
Q4 | $643K | Buy |
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