CLA (CliftonLarsonAllen) Wealth Advisors’s Walmart 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
2025
Q2
$2.01M Buy
2025
Q1
$1.53M Sell
2024
Q4
$1.72M Buy
2024
Q3
$1.41M Buy
2024
Q2
$1.12M Sell
2024
Q1
$1.02M Buy
2021
Q4
Sell
2021
Q3
$548K Buy
2021
Q2
$501K Buy
2017
Q4
Sell
2017
Q3
$853K Buy
2017
Q2
$791K Buy
2017
Q1
$738K Buy