Wealth Management Associates’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 | $1.36M | Sell |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.12M | Hold |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $925K | Sell |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $999K | Buy |
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|
2023
Q1 | $931K | Buy |
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|
2022
Q4 | $800K | Buy |
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|
2022
Q3 | $727K | Buy |
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|
2022
Q2 | $634K | Sell |
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|
2022
Q1 | $804K | Sell |
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|
2021
Q4 | $801K | Buy |
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|
2021
Q3 | $687K | Buy |
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|
2021
Q2 | $588K | Buy |
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|
2021
Q1 | $464K | Buy |
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|
2020
Q4 | $467K | Hold |
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|
2020
Q3 | $454K | Buy |
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|
2020
Q2 | $388K | Sell |
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|
2020
Q1 | $400K | Buy |
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|
2019
Q4 | $389K | Hold |
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|
2019
Q3 | $388K | Buy |
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|
2019
Q2 | $318K | Buy |
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|
2019
Q1 | $280K | Buy |
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|
2018
Q4 | $267K | Buy |
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