APP
Avantax Planning Partners’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Sell |
29,007
-2,565
| -8% | -$251K | 0.09% | 117 |
|
|
2025
Q1 | $2.77M | Sell |
31,572
-2,961
| -9% | -$260K | 0.1% | 114 |
|
|
2024
Q4 | $3.12M | Buy |
34,533
+679
| +2% | +$61.3K | 0.11% | 104 |
|
|
2024
Q3 | $2.73M | Sell |
33,854
-4,686
| -12% | -$378K | 0.1% | 113 |
|
|
2024
Q2 | $2.61M | Buy |
38,540
+1,825
| +5% | +$124K | 0.08% | 128 |
|
|
2024
Q1 | $2.21M | Buy |
36,715
+24,816
| +209% | +$1.49M | 0.07% | 139 |
|
|
2023
Q4 | $1.88M | Buy |
11,899
+521
| +5% | +$82.1K | 0.07% | 116 |
|
|
2023
Q3 | $1.82M | Sell |
11,378
-99
| -0.9% | -$15.8K | 0.08% | 111 |
|
|
2023
Q2 | $1.8M | Sell |
11,477
-86
| -0.7% | -$13.5K | 0.07% | 114 |
|
|
2023
Q1 | $1.7M | Sell |
11,563
-169
| -1% | -$24.9K | 0.07% | 122 |
|
|
2022
Q4 | $1.66M | Sell |
11,732
-366
| -3% | -$51.9K | 0.07% | 118 |
|
|
2022
Q3 | $1.57M | Sell |
12,098
-1,429
| -11% | -$185K | 0.07% | 113 |
|
|
2022
Q2 | $1.65M | Sell |
13,527
-4,330
| -24% | -$527K | 0.07% | 112 |
|
|
2022
Q1 | $2.66M | Sell |
17,857
-6,517
| -27% | -$970K | 0.11% | 87 |
|
|
2021
Q4 | $3.53M | Buy |
24,374
+716
| +3% | +$104K | 0.15% | 69 |
|
|
2021
Q3 | $3.3M | Buy |
23,658
+1,149
| +5% | +$160K | 0.15% | 59 |
|
|
2021
Q2 | $3.17M | Buy |
22,509
+1,693
| +8% | +$239K | 0.15% | 62 |
|
|
2021
Q1 | $2.83M | Sell |
20,816
-1,068
| -5% | -$145K | 0.15% | 61 |
|
|
2020
Q4 | $3.16M | Sell |
21,884
-1,527
| -7% | -$220K | 0.16% | 50 |
|
|
2020
Q3 | $3.28M | Sell |
23,411
-475
| -2% | -$66.4K | 0.17% | 50 |
|
|
2020
Q2 | $2.86M | Buy |
23,886
+438
| +2% | +$52.5K | 0.16% | 54 |
|
|
2020
Q1 | $2.66M | Sell |
23,448
-3,018
| -11% | -$343K | 0.19% | 43 |
|
|
2019
Q4 | $3.15M | Sell |
26,466
-296
| -1% | -$35.2K | 0.19% | 47 |
|
|
2019
Q3 | $3.18M | Buy |
26,762
+1,339
| +5% | +$159K | 0.2% | 46 |
|
|
2019
Q2 | $2.87M | Buy |
25,423
+466
| +2% | +$52.5K | 0.19% | 45 |
|
|
2019
Q1 | $2.43M | Buy |
24,957
+2,010
| +9% | +$196K | 0.17% | 56 |
|
|
2018
Q4 | $2.14M | Sell |
22,947
-486
| -2% | -$45.3K | 0.16% | 59 |
|
|
2018
Q3 | $2.2M | Buy |
23,433
+527
| +2% | +$49.5K | 0.18% | 44 |
|
|
2018
Q2 | $1.96M | Sell |
22,906
-1,060
| -4% | -$90.8K | 0.18% | 47 |
|
|
2018
Q1 | $2.13M | Buy |
23,966
+746
| +3% | +$66.4K | 0.18% | 48 |
|
|
2017
Q4 | $2.29M | Sell |
23,220
-8,551
| -27% | -$844K | 0.21% | 46 |
|
|
2017
Q3 | $2.48M | Sell |
31,771
-2,114
| -6% | -$165K | 0.2% | 52 |
|
|
2017
Q2 | $2.56M | Buy |
33,885
+2,088
| +7% | +$158K | 0.22% | 46 |
|
|
2017
Q1 | $2.29M | Buy |
31,797
+6,566
| +26% | +$473K | 0.2% | 44 |
|
|
2016
Q4 | $1.74M | Buy |
+25,231
| New | +$1.74M | 0.19% | 49 |
|