CLA (CliftonLarsonAllen) Wealth Advisors’s Walmart Inc. Common Stock WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.43M | Buy |
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2025
Q2 | $2.01M | Buy |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.02M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $548K | Buy |
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|
2021
Q2 | $501K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $853K | Buy |
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|
2017
Q2 | $791K | Buy |
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|
2017
Q1 | $738K | Buy |
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