1WA
180 Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.58M | Sell |
67,258
-1,403
| -2% | -$137K | 0.92% | 20 |
|
|
2025
Q1 | $6.03M | Sell |
68,661
-903
| -1% | -$79.3K | 0.96% | 18 |
|
|
2024
Q4 | $6.29M | Buy |
69,564
+4,832
| +7% | +$437K | 0.98% | 17 |
|
|
2024
Q3 | $5.23M | Buy |
64,732
+462
| +0.7% | +$37.3K | 0.82% | 22 |
|
|
2024
Q2 | $4.49M | Buy |
64,270
+679
| +1% | +$47.4K | 0.73% | 26 |
|
|
2024
Q1 | $3.83M | Buy |
63,591
+43,110
| +210% | +$2.59M | 0.69% | 32 |
|
|
2023
Q4 | $3.26M | Buy |
20,481
+154
| +0.8% | +$24.5K | 0.65% | 32 |
|
|
2023
Q3 | $3.25M | Buy |
20,327
+881
| +5% | +$141K | 0.73% | 25 |
|
|
2023
Q2 | $3.08M | Sell |
19,446
-18
| -0.1% | -$2.85K | 0.68% | 27 |
|
|
2023
Q1 | $2.87M | Sell |
19,464
-1,342
| -6% | -$198K | 0.67% | 32 |
|
|
2022
Q4 | $2.96M | Sell |
20,806
-1,709
| -8% | -$243K | 0.7% | 34 |
|
|
2022
Q3 | $2.92M | Buy |
22,515
+223
| +1% | +$28.9K | 0.8% | 26 |
|
|
2022
Q2 | $2.73M | Buy |
22,292
+1,756
| +9% | +$215K | 0.7% | 34 |
|
|
2022
Q1 | $3.24M | Buy |
20,536
+954
| +5% | +$150K | 0.71% | 32 |
|
|
2021
Q4 | $2.75M | Buy |
19,582
+650
| +3% | +$91.1K | 0.62% | 35 |
|
|
2021
Q3 | $2.66M | Buy |
18,932
+451
| +2% | +$63.4K | 0.59% | 40 |
|
|
2021
Q2 | $2.75M | Buy |
18,481
+259
| +1% | +$38.5K | 0.63% | 33 |
|
|
2021
Q1 | $2.58M | Buy |
18,222
+999
| +6% | +$142K | 0.64% | 35 |
|
|
2020
Q4 | $2.47M | Buy |
17,223
+513
| +3% | +$73.6K | 0.71% | 29 |
|
|
2020
Q3 | $2.41M | Sell |
16,710
-91
| -0.5% | -$13.1K | 0.9% | 22 |
|
|
2020
Q2 | $2.21M | Sell |
16,801
-299
| -2% | -$39.4K | 0.88% | 22 |
|
|
2020
Q1 | $2.03M | Sell |
17,100
-294
| -2% | -$34.9K | 1.05% | 20 |
|
|
2019
Q4 | $2.01M | Buy |
17,394
+900
| +5% | +$104K | 0.8% | 23 |
|
|
2019
Q3 | $1.98M | Buy |
16,494
+258
| +2% | +$31K | 0.88% | 24 |
|
|
2019
Q2 | $1.78M | Sell |
16,236
-1,923
| -11% | -$210K | 0.8% | 27 |
|
|
2019
Q1 | $1.84M | Buy |
18,159
+5,005
| +38% | +$507K | 0.83% | 26 |
|
|
2018
Q4 | $1.24M | Hold |
13,154
| – | – | 0.58% | 45 |
|
|
2018
Q3 | $1.24M | Buy |
13,154
+973
| +8% | +$91.4K | 0.57% | 45 |
|
|
2018
Q2 | $1.04M | Sell |
12,181
-10,080
| -45% | -$863K | 0.52% | 55 |
|
|
2018
Q1 | $1.98M | Sell |
22,261
-868
| -4% | -$77.2K | 1.03% | 19 |
|
|
2017
Q4 | $2.28M | Buy |
+23,129
| New | +$2.28M | 1.16% | 18 |
|