Worth Asset Management’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $512K | Sell |
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|
2025
Q2 | $721K | Sell |
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|
2025
Q1 | $652K | Sell |
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|
2024
Q4 | $673K | Buy |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $510K | Buy |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $104K | Buy |
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|
2023
Q1 | $87.3K | Hold |
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|
2022
Q4 | $83.9K | Hold |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $72K | Sell |
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|
2022
Q1 | $1.59M | Buy |
|