Univest Financial’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 | $4.8M | Sell |
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|
2025
Q2 | $4.9M | Buy |
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|
2025
Q1 | $4.26M | Sell |
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|
2024
Q4 | $4.72M | Sell |
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|
2024
Q3 | $4.32M | Buy |
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|
2024
Q2 | $295K | Sell |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $339K | Sell |
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|
2022
Q4 | $393K | Sell |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $397K | Sell |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $518K | Buy |
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|
2021
Q3 | $496K | Buy |
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|
2021
Q2 | $428K | Buy |
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|
2021
Q1 | $399K | Buy |
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|
2020
Q4 | $406K | Sell |
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|
2020
Q3 | $454K | Sell |
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|
2020
Q2 | $425K | Sell |
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|
2020
Q1 | $505K | Buy |
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