Winch 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
Q2 | $1.21M | Buy |
|
|||||
|
2025
Q1 | $1.08M | Buy |
|
|||||
|
2024
Q4 | $1.06M | Buy |
|
|||||
|
2024
Q3 | $839K | Sell |
|
|||||
|
2024
Q2 | $710K | Buy |
|
|||||
|
2024
Q1 | $569K | Sell |
|
|||||
|
2023
Q4 | $504K | Buy |
|
|||||
|
2023
Q3 | $473K | Buy |
|
|||||
|
2023
Q2 | $451K | Buy |
|
|||||
|
2023
Q1 | $409K | Buy |
|
|||||
|
2022
Q4 | $388K | Sell |
|
|||||
|
2022
Q3 | $357K | Sell |
|
|||||
|
2022
Q2 | $336K | Buy |
|
|||||
|
2022
Q1 | $400K | Buy |
|
|||||
|
2021
Q4 | $373K | Buy |
|
|||||
|
2021
Q3 | $349K | Buy |
|
|||||
|
2021
Q2 | $344K | Buy |
|
|||||
|
2021
Q1 | $256K | Buy |
|
|||||
|
2020
Q4 | $172K | Buy |
|
|||||
|
2020
Q3 | $113K | Buy |
|
|||||
|
2020
Q2 | $95K | Buy |
|
|||||
|
2020
Q1 | $87K | Buy |
|
|||||
|
2019
Q4 | $90K | Buy |
|
|||||
|
2019
Q3 | $82K | Buy |
|
|||||
|
2019
Q2 | $76K | Sell |
|
|||||
|
2019
Q1 | $74K | Buy |
|
|||||
|
2018
Q4 | $32K | Buy |
|
|||||
|
2018
Q3 | $22K | Buy |
|
|||||
|
2018
Q2 | $20K | Buy |
|
|||||
|
2018
Q1 | $21K | Buy |
|
|||||
|
2017
Q4 | $7K | Hold |
|
|||||
|
2017
Q3 | $6K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $222K | Buy |
|