Trinity 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
Q3 | $920K | Hold |
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|
2025
Q2 | $872K | Hold |
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|
2025
Q1 | $781K | Hold |
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|
2024
Q4 | $805K | Hold |
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|
2024
Q3 | $705K | Hold |
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|
2024
Q2 | $604K | Hold |
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|
2024
Q1 | $537K | Buy |
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|
2023
Q4 | $469K | Sell |
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|
2023
Q3 | $509K | Sell |
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|
2023
Q2 | $508K | Buy |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $451K | Hold |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $473K | Sell |
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|
2021
Q4 | $462K | Hold |
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|
2021
Q3 | $445K | Buy |
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|
2021
Q2 | $450K | Sell |
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|
2021
Q1 | $435K | Buy |
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|
2020
Q4 | $474K | Buy |
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