United Asset Strategies’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 | $1.13M | Sell |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.85M | Sell |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $699K | Sell |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $857K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q3 | $264K | Sell |
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|
2021
Q2 | $281K | Sell |
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|
2021
Q1 | $291K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $380K | Hold |
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|
2017
Q1 | $362K | Hold |
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|
2016
Q4 | $347K | Sell |
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|
2016
Q3 | $414K | Buy |
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|
2016
Q2 | $419K | Buy |
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|
2016
Q1 | $392K | Sell |
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|
2015
Q4 | $3.13M | Sell |
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|
2015
Q3 | $3.75M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3.59M | Sell |
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|
2014
Q3 | $3.26M | Buy |
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|
2014
Q2 | $3.12M | Buy |
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|
2014
Q1 | $3.04M | Buy |
|