BRWA
B. Riley Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.17M | Buy |
+93,788
| New | +$9.17M | 0.43% | 36 |
|
|
2024
Q4 | $18.7M | Sell |
206,967
-21,651
| -9% | -$1.96M | 0.61% | 23 |
|
|
2024
Q3 | $18.4M | Sell |
228,618
-29,630
| -11% | -$2.39M | 0.51% | 30 |
|
|
2024
Q2 | $17.5M | Buy |
258,248
+154,641
| +149% | +$10.5M | 0.45% | 34 |
|
|
2024
Q1 | $16.6M | Buy |
103,607
+3,273
| +3% | +$523K | 0.45% | 41 |
|
|
2023
Q4 | $15.9M | Sell |
100,334
-3,273
| -3% | -$518K | 0.43% | 38 |
|
|
2023
Q3 | $16.6M | Buy |
103,607
+2,490
| +2% | +$398K | 0.45% | 41 |
|
|
2023
Q2 | $15.9M | Sell |
101,117
-3,270
| -3% | -$514K | 0.36% | 56 |
|
|
2023
Q1 | $15.4M | Sell |
104,387
-2,367
| -2% | -$350K | 0.41% | 48 |
|
|
2022
Q4 | $15.2M | Buy |
106,754
+3,713
| +4% | +$528K | 0.43% | 48 |
|
|
2022
Q3 | $13.4M | Buy |
103,041
+36,439
| +55% | +$4.73M | 0.4% | 52 |
|
|
2022
Q2 | $8.1M | Sell |
66,602
-13,549
| -17% | -$1.65M | 0.34% | 61 |
|
|
2022
Q1 | $11.9M | Sell |
80,151
-4,251
| -5% | -$633K | 0.39% | 50 |
|
|
2021
Q4 | $12.2M | Buy |
84,402
+2,221
| +3% | +$321K | 0.35% | 56 |
|
|
2021
Q3 | $11.5M | Buy |
82,181
+1,207
| +1% | +$168K | 0.36% | 55 |
|
|
2021
Q2 | $11.4M | Buy |
80,974
+6,652
| +9% | +$934K | 0.37% | 55 |
|
|
2021
Q1 | $10.2M | Buy |
74,322
+26,309
| +55% | +$3.6M | 0.36% | 53 |
|
|
2020
Q4 | $6.92M | Sell |
48,013
-3,076
| -6% | -$444K | 0.37% | 67 |
|
|
2020
Q3 | $6.93M | Buy |
51,089
+11,417
| +29% | +$1.55M | 0.37% | 68 |
|
|
2020
Q2 | $4.75M | Buy |
39,672
+4,716
| +13% | +$565K | 0.32% | 81 |
|
|
2020
Q1 | $3.97M | Buy |
34,956
+6,753
| +24% | +$768K | 0.34% | 69 |
|
|
2019
Q4 | $3.35M | Sell |
28,203
-149
| -0.5% | -$17.7K | 0.29% | 80 |
|
|
2019
Q3 | $3.37M | Buy |
28,352
+3,299
| +13% | +$392K | 0.33% | 64 |
|
|
2019
Q2 | $2.67M | Buy |
25,053
+2,328
| +10% | +$248K | 0.29% | 76 |
|
|
2019
Q1 | $2.18M | Buy |
22,725
+816
| +4% | +$78.4K | 0.27% | 84 |
|
|
2018
Q4 | $2.04M | Buy |
21,909
+4,190
| +24% | +$391K | 0.29% | 77 |
|
|
2018
Q3 | $1.67M | Buy |
17,719
+892
| +5% | +$83.8K | 0.2% | 115 |
|
|
2018
Q2 | $1.44M | Buy |
16,827
+1,452
| +9% | +$124K | 0.19% | 127 |
|
|
2018
Q1 | $1.37M | Sell |
15,375
-3,137
| -17% | -$279K | 0.19% | 127 |
|
|
2017
Q4 | $1.83M | Buy |
18,512
+75
| +0.4% | +$7.41K | 0.25% | 111 |
|
|
2017
Q3 | $1.42M | Buy |
18,437
+9,124
| +98% | +$704K | 0.24% | 111 |
|
|
2017
Q2 | $707K | Sell |
9,313
-286
| -3% | -$21.7K | 0.13% | 199 |
|
|
2017
Q1 | $693K | Buy |
9,599
+380
| +4% | +$27.4K | 0.14% | 185 |
|
|
2016
Q4 | $639K | Sell |
9,219
-1,827
| -17% | -$127K | 0.13% | 192 |
|
|
2016
Q3 | $798K | Buy |
11,046
+2,648
| +32% | +$191K | 0.16% | 166 |
|
|
2016
Q2 | $615K | Sell |
8,398
-1,517
| -15% | -$111K | 0.12% | 212 |
|
|
2016
Q1 | $679K | Buy |
9,915
+1,343
| +16% | +$92K | 0.16% | 161 |
|
|
2015
Q4 | $527K | Buy |
8,572
+1,562
| +22% | +$96K | 0.11% | 235 |
|
|
2015
Q3 | $455K | Buy |
7,010
+668
| +11% | +$43.4K | 0.11% | 251 |
|
|
2015
Q2 | $451K | Sell |
6,342
-432
| -6% | -$30.7K | 0.11% | 229 |
|
|
2015
Q1 | $557K | Sell |
6,774
-3,974
| -37% | -$327K | 0.14% | 197 |
|
|
2014
Q4 | $5.01K | Buy |
10,748
+5,486
| +104% | +$2.56K | 0.11% | 246 |
|
|
2014
Q3 | $402K | Sell |
5,262
-5,485
| -51% | -$419K | 0.1% | 261 |
|
|
2014
Q2 | $410K | Buy |
10,747
+5,374
| +100% | +$205K | 0.1% | 232 |
|
|
2014
Q1 | $411K | Buy |
5,373
+305
| +6% | +$23.3K | 0.12% | 185 |
|
|
2013
Q4 | $399K | Buy |
5,068
+176
| +4% | +$13.9K | 0.13% | 182 |
|
|
2013
Q3 | $362K | Sell |
4,892
-53
| -1% | -$3.92K | 0.12% | 187 |
|
|
2013
Q2 | $368K | Buy |
+4,945
| New | +$368K | 0.12% | 187 |
|