Westside Investment Management’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 | $926K | Buy |
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|
2025
Q1 | $739K | Hold |
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|
2024
Q4 | $760K | Sell |
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|
2024
Q3 | $666K | Buy |
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|
2024
Q2 | $567K | Sell |
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|
2024
Q1 | $526K | Buy |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $482K | Hold |
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|
2023
Q2 | $474K | Sell |
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|
2023
Q1 | $468K | Sell |
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|
2022
Q4 | $85.8K | Sell |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $86.7K | Buy |
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|
2022
Q1 | $135K | Buy |
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|
2021
Q4 | $145K | Hold |
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|
2021
Q3 | $139K | Sell |
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|
2021
Q2 | $141K | Sell |
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|
2021
Q1 | $136K | Sell |
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|
2020
Q4 | $231K | Sell |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q2 | $24.1K | Buy |
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|
2020
Q1 | $139 | Buy |
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|
2019
Q2 | $20.7K | Buy |
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|
2018
Q4 | $173K | Sell |
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|
2018
Q3 | $181K | Buy |
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|
2018
Q2 | $98.8K | Buy |
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|
2018
Q1 | $82.7K | Buy |
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|
2017
Q4 | $93.1K | Hold |
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|
2017
Q3 | $73.8K | Buy |
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|
2017
Q2 | $67.1K | Sell |
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|
2017
Q1 | $65.6K | Buy |
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|
2016
Q4 | $41.1K | Buy |
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