Wealth Enhancement Advisory Services’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 | $288M | Buy |
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|
2025
Q2 | $252M | Buy |
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|
2025
Q1 | $211M | Sell |
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|
2024
Q4 | $256M | Buy |
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|
2024
Q3 | $187M | Sell |
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|
2024
Q2 | $163M | Buy |
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|
2024
Q1 | $137M | Buy |
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|
2023
Q4 | $117M | Buy |
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|
2023
Q3 | $117M | Buy |
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|
2023
Q2 | $15.5M | Buy |
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|
2023
Q1 | $11.1M | Buy |
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|
2022
Q4 | $8.33M | Buy |
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|
2022
Q3 | $1.95M | Buy |
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|
2022
Q2 | $482K | Buy |
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|
2022
Q1 | $581K | Buy |
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|
2021
Q4 | $535K | Sell |
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|
2021
Q3 | $612K | Sell |
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|
2021
Q2 | $5.72M | Buy |
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|
2021
Q1 | $3.26M | Buy |
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|
2020
Q4 | $3.21M | Sell |
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|
2020
Q3 | $3.85M | Sell |
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|
2020
Q2 | $3.55M | Buy |
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|
2020
Q1 | $465K | Buy |
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|
2019
Q4 | $391K | Buy |
|
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|
2019
Q3 | $393K | Hold |
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|
2019
Q2 | $367K | Buy |
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|
2019
Q1 | $337K | Sell |
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|
2018
Q4 | $3.49M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1M | Buy |
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|
2018
Q1 | $960K | Sell |
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|
2017
Q4 | $2.1M | Sell |
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|
2017
Q3 | $2.24M | Buy |
|
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|
2017
Q2 | $796K | Buy |
|
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $668K | Buy |
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|
2016
Q3 | $643K | Buy |
|
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.25M | Buy |
|
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|
2015
Q2 | $1.14M | Buy |
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|
2015
Q1 | $1.11M | Buy |
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|
2014
Q4 | $1.03M | Buy |
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