Willner & Heller’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 | $889K | Buy |
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|
2025
Q2 | $788K | Sell |
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|
2025
Q1 | $729K | Sell |
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|
2024
Q4 | $790K | Hold |
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|
2024
Q3 | $706K | Buy |
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|
2024
Q2 | $590K | Buy |
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $473K | Buy |
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|
2022
Q4 | $425K | Hold |
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|
2022
Q3 | $389K | Buy |
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|
2022
Q2 | $353K | Buy |
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|
2022
Q1 | $415K | Hold |
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|
2021
Q4 | $400K | Buy |
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