CLA (CliftonLarsonAllen) Wealth Advisors’s Walmart Inc WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.06M	Buy	72,932 +39,239	+116%	+$4.82M	0.13%	68
2025 Q4	$3.75M	Buy	33,693 +10,074	+43%	+$1.08M	0.06%	98
2025 Q3	$2.43M	Buy	23,619 +3,071	+15%	+$306K	0.04%	118
2025 Q2	$2.01M	Buy	20,548 +3,175	+18%	+$303K	0.03%	129
2025 Q1	$1.53M	Sell	17,373 -1,694	-9%	-$159K	0.03%	137
2024 Q4	$1.72M	Buy	19,067 +1,619	+9%	+$140K	0.03%	123
2024 Q3	$1.41M	Buy	17,448 +866	+5%	+$63.6K	0.03%	131
2024 Q2	$1.12M	Sell	16,582 -421	-2%	-$26.5K	0.02%	133
2024 Q1	$1.02M	Buy	+17,003	New	+$973K	0.02%	130
2021 Q4	–	Sell	-11,790	Closed	-$548K	–	302
2021 Q3	$548K	Buy	11,790 +1,137	+11%	+$54.8K	0.02%	212
2021 Q2	$501K	Buy	+10,653	New	+$496K	0.02%	229
2017 Q4	–	Sell	-32,739	Closed	-$853K	–	145
2017 Q3	$853K	Buy	32,739 +1,386	+4%	+$36.4K	0.09%	103
2017 Q2	$791K	Buy	31,353 +633	+2%	+$16.1K	0.09%	101
2017 Q1	$738K	Buy	+30,720	New	+$707K	0.08%	105