Valmark Advisers’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 | $6.6M | Buy |
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|
2025
Q2 | $6.18M | Buy |
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|
2025
Q1 | $5.54M | Sell |
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|
2024
Q4 | $5.72M | Buy |
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|
2024
Q3 | $4.59M | Buy |
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|
2024
Q2 | $3.59M | Buy |
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|
2024
Q1 | $2.96M | Buy |
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|
2023
Q4 | $2.37M | Sell |
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|
2023
Q3 | $2.52M | Buy |
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|
2023
Q2 | $2.47M | Sell |
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|
2023
Q1 | $2.37M | Buy |
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|
2022
Q4 | $2.02M | Buy |
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|
2022
Q3 | $1.79M | Buy |
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|
2022
Q2 | $1.66M | Sell |
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|
2022
Q1 | $2.08M | Buy |
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|
2021
Q4 | $1.96M | Buy |
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|
2021
Q3 | $1.73M | Buy |
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|
2021
Q2 | $1.75M | Sell |
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|
2021
Q1 | $1.73M | Buy |
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|
2020
Q4 | $1.61M | Buy |
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|
2020
Q3 | $578K | Buy |
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|
2020
Q2 | $493K | Sell |
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|
2020
Q1 | $491K | Sell |
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|
2019
Q4 | $515K | Sell |
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|
2019
Q3 | $589K | Buy |
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|
2019
Q2 | $430K | Buy |
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|
2019
Q1 | $366K | Sell |
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|
2018
Q4 | $353K | Buy |
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|
2018
Q3 | $325K | Hold |
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|
2018
Q2 | $297K | Sell |
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|
2018
Q1 | $312K | Sell |
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|
2017
Q4 | $365K | Buy |
|