Valley Wealth Managers’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 | $282K | Buy |
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|
2025
Q2 | $255K | Sell |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $341K | Hold |
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|
2024
Q3 | $305K | Hold |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | $196K | Sell |
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|
2023
Q4 | $171K | Buy |
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|
2023
Q3 | $173K | Hold |
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|
2023
Q2 | $170K | Hold |
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|
2023
Q1 | $160K | Sell |
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|
2022
Q4 | $158K | Sell |
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|
2022
Q3 | $183K | Sell |
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|
2022
Q2 | $358K | Sell |
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|
2022
Q1 | $527K | Sell |
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|
2021
Q4 | $538K | Sell |
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|
2021
Q3 | $546K | Sell |
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|
2021
Q2 | $590K | Sell |
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|
2021
Q1 | $570K | Sell |
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|
2020
Q4 | $606K | Sell |
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|
2020
Q3 | $599K | Sell |
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|
2020
Q2 | $18.1M | Sell |
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|
2020
Q1 | $18.1M | Sell |
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|
2019
Q4 | $19.7M | Sell |
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|
2019
Q3 | $20.8M | Sell |
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|
2019
Q2 | $21.3M | Sell |
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|
2019
Q1 | $19.3M | Sell |
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|
2018
Q4 | $18.6M | Sell |
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|
2018
Q3 | $19.2M | Sell |
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|
2018
Q2 | $17.7M | Sell |
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|
2018
Q1 | $18.4M | Buy |
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|
2017
Q4 | $20.4M | Sell |
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|
2017
Q3 | $17.2M | Buy |
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|
2017
Q2 | $16.3M | Buy |
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|
2017
Q1 | $15.4M | Buy |
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|
2016
Q4 | $13.9M | Buy |
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|
2016
Q3 | $13.4M | Buy |
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|
2016
Q2 | $12.6M | Buy |
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|
2016
Q1 | $11.1M | Buy |
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|
2015
Q4 | $9.17M | Sell |
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|
2015
Q3 | $10.8M | Buy |
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|
2015
Q2 | $11.1M | Buy |
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|
2015
Q1 | $12.3M | Buy |
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|
2014
Q4 | $12.5M | Buy |
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|
2014
Q3 | $11M | Buy |
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|
2014
Q2 | $10.5M | Buy |
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|
2014
Q1 | $9.91M | Sell |
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|
2013
Q4 | $10.3M | Sell |
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|
2013
Q3 | $9.8M | Buy |
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|
2013
Q2 | $9.59M | Buy |
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