TRUE Private Wealth 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 | $501K | Buy |
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|
2025
Q1 | $423K | Buy |
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|
2024
Q4 | $435K | Buy |
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|
2024
Q3 | $349K | Sell |
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|
2024
Q2 | $941K | Buy |
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|
2024
Q1 | $806K | Buy |
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|
2023
Q4 | $639K | Buy |
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|
2023
Q3 | $547K | Buy |
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|
2023
Q2 | $435K | Buy |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $343K | Hold |
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|
2022
Q1 | $436K | Sell |
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|
2021
Q4 | $417K | Sell |
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|
2021
Q3 | $437K | Sell |
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|
2021
Q2 | $447K | Sell |
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|
2021
Q1 | $566K | Buy |
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|
2020
Q4 | $511K | Sell |
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|
2020
Q3 | $495K | Sell |
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|
2020
Q2 | $538K | Buy |
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|
2020
Q1 | $427K | Sell |
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|
2019
Q4 | $685K | Buy |
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|
2019
Q3 | $453K | Buy |
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|
2019
Q2 | $380K | Buy |
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|
2019
Q1 | $305K | Sell |
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|
2018
Q4 | $734K | Buy |
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|
2018
Q3 | $602K | Sell |
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|
2018
Q2 | $550K | Sell |
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|
2018
Q1 | $617K | Buy |
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|
2017
Q4 | $571K | Buy |
|