Traphagen Investment 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 | $1.51M | Buy |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $938K | Buy |
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|
2024
Q1 | $827K | Buy |
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|
2023
Q4 | $718K | Sell |
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|
2023
Q3 | $736K | Buy |
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|
2023
Q2 | $686K | Buy |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $227K | Buy |
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