CWA
Clarus Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
2,800
-300
| -10% | -$29.1K | 0.13% | 70 |
|
|
2025
Q1 | $278K | Buy |
+3,100
| New | +$278K | 0.15% | 70 |
|
|
2023
Q1 | – | Sell |
-1,901
| Closed | -$275K | – | 148 |
|
|
2022
Q4 | $275K | Buy |
+1,901
| New | +$275K | 0.18% | 103 |
|
|
2020
Q4 | – | Sell |
-1,568
| Closed | -$221K | – | 148 |
|
|
2020
Q3 | $221K | Sell |
1,568
-511
| -25% | -$72K | 0.17% | 111 |
|
|
2020
Q2 | $264K | Sell |
2,079
-5,304
| -72% | -$674K | 0.22% | 95 |
|
|
2020
Q1 | $882K | Sell |
7,383
-396
| -5% | -$47.3K | 0.88% | 24 |
|
|
2019
Q4 | $913K | Buy |
7,779
+785
| +11% | +$92.1K | 0.6% | 36 |
|
|
2019
Q3 | $830K | Buy |
6,994
+3,036
| +77% | +$360K | 0.61% | 34 |
|
|
2019
Q2 | $437K | Buy |
3,958
+659
| +20% | +$72.8K | 0.32% | 52 |
|
|
2019
Q1 | $322K | Buy |
3,299
+529
| +19% | +$51.6K | 0.24% | 61 |
|
|
2018
Q4 | $258K | Sell |
2,770
-17
| -0.6% | -$1.58K | 0.41% | 48 |
|
|
2018
Q3 | $262K | Buy |
2,787
+487
| +21% | +$45.8K | 0.17% | 84 |
|
|
2018
Q2 | $205K | Hold |
2,300
| – | – | 0.16% | 109 |
|
|
2018
Q1 | $205K | Buy |
+2,300
| New | +$205K | 0.19% | 109 |
|