CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
20,548
+3,175
| +18% | +$310K | 0.03% | 129 |
|
|
2025
Q1 | $1.53M | Sell |
17,373
-1,694
| -9% | -$149K | 0.03% | 137 |
|
|
2024
Q4 | $1.72M | Buy |
19,067
+1,619
| +9% | +$146K | 0.03% | 123 |
|
|
2024
Q3 | $1.41M | Buy |
17,448
+866
| +5% | +$69.9K | 0.03% | 131 |
|
|
2024
Q2 | $1.12M | Sell |
16,582
-421
| -2% | -$28.5K | 0.02% | 133 |
|
|
2024
Q1 | $1.02M | Buy |
+17,003
| New | +$1.02M | 0.02% | 130 |
|
|
2021
Q4 | – | Sell |
-3,930
| Closed | -$548K | – | 302 |
|
|
2021
Q3 | $548K | Buy |
3,930
+379
| +11% | +$52.8K | 0.02% | 212 |
|
|
2021
Q2 | $501K | Buy |
+3,551
| New | +$501K | 0.02% | 229 |
|
|
2017
Q4 | – | Sell |
-10,913
| Closed | -$853K | – | 145 |
|
|
2017
Q3 | $853K | Buy |
10,913
+462
| +4% | +$36.1K | 0.09% | 103 |
|
|
2017
Q2 | $791K | Buy |
10,451
+211
| +2% | +$16K | 0.09% | 101 |
|
|
2017
Q1 | $738K | Buy |
+10,240
| New | +$738K | 0.08% | 105 |
|