1IA
1834 Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Hold |
6,626
| – | – | 0.08% | 148 |
|
|
2025
Q1 | $582K | Buy |
6,626
+68
| +1% | +$5.97K | 0.07% | 146 |
|
|
2024
Q4 | $593K | Sell |
6,558
-5
| -0.1% | -$452 | 0.08% | 149 |
|
|
2024
Q3 | $530K | Sell |
6,563
-1,752
| -21% | -$141K | 0.06% | 159 |
|
|
2024
Q2 | $563K | Hold |
8,315
| – | – | 0.07% | 157 |
|
|
2024
Q1 | $500K | Buy |
8,315
+4,442
| +115% | +$267K | 0.06% | 166 |
|
|
2023
Q4 | $611K | Sell |
3,873
-7
| -0.2% | -$1.1K | 0.07% | 151 |
|
|
2023
Q3 | $621K | Sell |
3,880
-239
| -6% | -$38.2K | 0.08% | 153 |
|
|
2023
Q2 | $647K | Sell |
4,119
-55,599
| -93% | -$8.74M | 0.08% | 152 |
|
|
2023
Q1 | $8.81M | Sell |
59,718
-1,275
| -2% | -$188K | 1.05% | 24 |
|
|
2022
Q4 | $8.65M | Sell |
60,993
-1,354
| -2% | -$192K | 1.23% | 22 |
|
|
2022
Q3 | $8.09M | Buy |
62,347
+591
| +1% | +$76.6K | 1.21% | 23 |
|
|
2022
Q2 | $7.51M | Buy |
61,756
+930
| +2% | +$113K | 1.06% | 34 |
|
|
2022
Q1 | $9.06M | Buy |
60,826
+2,903
| +5% | +$432K | 1.11% | 30 |
|
|
2021
Q4 | $8.38M | Buy |
57,923
+495
| +0.9% | +$71.6K | 0.95% | 39 |
|
|
2021
Q3 | $8M | Buy |
57,428
+303
| +0.5% | +$42.2K | 0.98% | 37 |
|
|
2021
Q2 | $8.06M | Buy |
57,125
+2,610
| +5% | +$368K | 0.97% | 40 |
|
|
2021
Q1 | $7.41M | Buy |
54,515
+41,808
| +329% | +$5.68M | 0.96% | 40 |
|
|
2020
Q4 | $1.83M | Buy |
12,707
+10,461
| +466% | +$1.51M | 0.24% | 75 |
|
|
2020
Q3 | $314K | Sell |
2,246
-400
| -15% | -$55.9K | 0.05% | 147 |
|
|
2020
Q2 | $317K | Hold |
2,646
| – | – | 0.05% | 142 |
|
|
2020
Q1 | $301K | Sell |
2,646
-1,200
| -31% | -$137K | 0.06% | 139 |
|
|
2019
Q4 | $457K | Buy |
3,846
+100
| +3% | +$11.9K | 0.07% | 122 |
|
|
2019
Q3 | $445K | Sell |
3,746
-962
| -20% | -$114K | 0.06% | 126 |
|
|
2019
Q2 | $520K | Buy |
4,708
+55
| +1% | +$6.08K | 0.08% | 114 |
|
|
2019
Q1 | $454K | Buy |
4,653
+907
| +24% | +$88.5K | 0.07% | 121 |
|
|
2018
Q4 | $349K | Hold |
3,746
| – | – | 0.06% | 137 |
|
|
2018
Q3 | $352K | Buy |
3,746
+41
| +1% | +$3.85K | 0.05% | 147 |
|
|
2018
Q2 | $317K | Hold |
3,705
| – | – | 0.05% | 148 |
|
|
2018
Q1 | $330K | Hold |
3,705
| – | – | 0.06% | 144 |
|
|
2017
Q4 | $366K | Buy |
3,705
+500
| +16% | +$49.4K | 0.06% | 141 |
|
|
2017
Q3 | $250K | Sell |
3,205
-1
| -0% | -$78 | 0.05% | 149 |
|
|
2017
Q2 | $243K | Buy |
+3,206
| New | +$243K | 0.05% | 157 |
|
|
2016
Q1 | – | Sell |
-3,830
| Closed | -$235K | – | 181 |
|
|
2015
Q4 | $235K | Sell |
3,830
-65
| -2% | -$3.99K | 0.06% | 164 |
|
|
2015
Q3 | $253K | Buy |
3,895
+32
| +0.8% | +$2.08K | 0.06% | 171 |
|
|
2015
Q2 | $274K | Buy |
3,863
+65
| +2% | +$4.61K | 0.07% | 138 |
|
|
2015
Q1 | $312K | Sell |
3,798
-150
| -4% | -$12.3K | 0.08% | 135 |
|
|
2014
Q4 | $339K | Sell |
3,948
-1,004
| -20% | -$86.2K | 0.09% | 127 |
|
|
2014
Q3 | $379K | Buy |
4,952
+50
| +1% | +$3.83K | 0.1% | 123 |
|
|
2014
Q2 | $368K | Buy |
4,902
+508
| +12% | +$38.1K | 0.1% | 128 |
|
|
2014
Q1 | $336K | Sell |
4,394
-151
| -3% | -$11.5K | 0.1% | 122 |
|
|
2013
Q4 | $358K | Sell |
4,545
-52
| -1% | -$4.1K | 0.11% | 123 |
|
|
2013
Q3 | $340K | Hold |
4,597
| – | – | 0.11% | 114 |
|
|
2013
Q2 | $342K | Buy |
+4,597
| New | +$342K | 0.12% | 114 |
|