Ulland 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 | $60K | Hold |
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|
2025
Q2 | $57K | Hold |
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|
2025
Q1 | $51K | Hold |
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|
2024
Q4 | $53K | Hold |
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|
2024
Q3 | $47K | Hold |
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|
2024
Q2 | $40K | Hold |
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|
2024
Q1 | $35K | Hold |
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|
2023
Q4 | $31K | Hold |
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|
2023
Q3 | $31K | Hold |
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|
2023
Q2 | $31K | Hold |
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|
2023
Q1 | $29K | Hold |
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|
2022
Q4 | $28K | Buy |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $28K | Buy |
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|
2021
Q4 | $5K | Buy |
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