Wealthspire Advisors (New York)’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 | $18.3M | Buy |
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|
2025
Q1 | $14.9M | Buy |
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|
2024
Q4 | $7.4M | Buy |
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|
2024
Q3 | $5.73M | Sell |
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|
2024
Q2 | $5.02M | Buy |
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|
2024
Q1 | $4.44M | Sell |
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|
2023
Q4 | $4.66M | Buy |
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|
2023
Q3 | $3.55M | Buy |
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|
2023
Q2 | $3.24M | Sell |
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|
2023
Q1 | $3.43M | Sell |
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|
2022
Q4 | $3.61M | Buy |
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|
2022
Q3 | $2.85M | Buy |
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|
2022
Q2 | $2.65M | Buy |
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|
2022
Q1 | $2.7M | Buy |
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|
2021
Q4 | $2.6M | Sell |
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|
2021
Q3 | $2.81M | Buy |
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|
2021
Q2 | $1.78M | Sell |
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|
2021
Q1 | $4.13M | Buy |
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|
2020
Q4 | $3.45M | Buy |
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|
2020
Q3 | $1.46M | Buy |
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|
2020
Q2 | $1.22M | Sell |
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|
2020
Q1 | $2.98M | Buy |
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|
2019
Q4 | $737K | Buy |
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|
2019
Q3 | $562K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $101K | Buy |
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