Waverly 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 | $29.8M | Buy |
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|
2025
Q1 | $26.5M | Sell |
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|
2024
Q4 | $27.5M | Buy |
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|
2024
Q3 | $16M | Buy |
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|
2024
Q2 | $12.2M | Buy |
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|
2024
Q1 | $4.3M | Buy |
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|
2023
Q4 | $2.73M | Buy |
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|
2023
Q3 | $1.83M | Buy |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $958K | Buy |
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|
2022
Q1 | $881K | Sell |
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|
2021
Q4 | $853K | Sell |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $963K | Buy |
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|
2021
Q1 | $853K | Sell |
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|
2020
Q4 | $901K | Buy |
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|
2020
Q3 | $844K | Buy |
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|
2020
Q2 | $800K | Buy |
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|
2020
Q1 | $673K | Buy |
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|
2019
Q4 | $669K | Sell |
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|
2019
Q3 | $785K | Buy |
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|
2019
Q2 | $680K | Sell |
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|
2019
Q1 | $612K | Sell |
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|
2018
Q4 | $650K | Sell |
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|
2018
Q3 | $1.41M | Buy |
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|
2018
Q2 | $1.19M | Buy |
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|
2018
Q1 | $1.24M | Sell |
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|
2017
Q4 | $1.94M | Buy |
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|
2017
Q3 | $1.31M | Sell |
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|
2017
Q2 | $1.38M | Buy |
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|
2017
Q1 | $1.05M | Buy |
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|
2016
Q4 | $445K | Sell |
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|
2016
Q3 | $520K | Buy |
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|
2016
Q2 | $488K | Sell |
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|
2016
Q1 | $511K | Buy |
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|
2015
Q4 | $372K | Buy |
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|
2015
Q3 | $284K | Buy |
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|
2015
Q2 | $295K | Buy |
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|
2015
Q1 | $342K | Buy |
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|
2014
Q4 | $354K | Sell |
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|
2014
Q3 | $338K | Sell |
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|
2014
Q2 | $348K | Buy |
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|
2014
Q1 | $308K | Sell |
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|
2013
Q4 | $772K | Buy |
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|
2013
Q3 | $715K | Buy |
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|
2013
Q2 | $716K | Buy |
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