United Capital 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
Q2 | $38.9M | Sell |
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|
2025
Q1 | $37.8M | Sell |
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|
2024
Q4 | $45.9M | Sell |
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|
2024
Q3 | $54.2M | Sell |
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|
2024
Q2 | $46.6M | Sell |
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|
2024
Q1 | $43.7M | Sell |
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|
2023
Q4 | $44M | Sell |
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|
2023
Q3 | $83.7M | Sell |
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|
2023
Q2 | $90M | Sell |
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|
2023
Q1 | $84.4M | Sell |
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|
2022
Q4 | $83.2M | Buy |
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|
2022
Q3 | $76M | Sell |
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|
2022
Q2 | $73.9M | Buy |
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|
2022
Q1 | $41.7M | Buy |
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|
2021
Q4 | $39.9M | Sell |
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|
2021
Q3 | $38.4M | Buy |
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|
2021
Q2 | $38.6M | Sell |
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|
2021
Q1 | $38.6M | Sell |
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|
2020
Q4 | $76.6M | Sell |
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|
2020
Q3 | $74.6M | Buy |
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|
2020
Q2 | $61.2M | Sell |
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|
2020
Q1 | $62.9M | Buy |
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|
2019
Q4 | $58M | Buy |
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|
2019
Q3 | $52.4M | Sell |
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|
2019
Q2 | $52.2M | Buy |
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|
2019
Q1 | $42.6M | Buy |
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|
2018
Q4 | $40.2M | Buy |
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|
2018
Q3 | $30.8M | Buy |
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|
2018
Q2 | $27.3M | Buy |
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|
2018
Q1 | $27.1M | Buy |
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|
2017
Q4 | $28.6M | Buy |
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|
2017
Q3 | $22M | Buy |
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|
2017
Q2 | $19.6M | Buy |
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|
2017
Q1 | $17.8M | Buy |
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|
2016
Q4 | $15.6M | Buy |
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|
2016
Q3 | $15.7M | Buy |
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|
2016
Q2 | $14.3M | Buy |
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|
2016
Q1 | $13.2M | Sell |
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|
2015
Q4 | $12M | Buy |
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|
2015
Q3 | $7.69M | Buy |
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|
2015
Q2 | $6.3M | Buy |
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|
2015
Q1 | $2.7M | Buy |
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|
2014
Q4 | $2.47M | Sell |
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|
2014
Q3 | $3.06M | Buy |
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|
2014
Q2 | $2.37M | Buy |
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|
2014
Q1 | $2.38M | Sell |
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|
2013
Q4 | $2.63M | Buy |
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|
2013
Q3 | $1.78M | Sell |
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|
2013
Q2 | $2.34M | Buy |
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