First Foundation 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
Q2 | $2.18M | Buy |
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|
2025
Q1 | $1.69M | Sell |
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|
2024
Q4 | $1.88M | Sell |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $2.28M | Buy |
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|
2023
Q2 | $2.23M | Buy |
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|
2023
Q1 | $1.82M | Buy |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $970K | Buy |
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|
2021
Q2 | $859K | Buy |
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|
2021
Q1 | $807K | Sell |
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|
2020
Q4 | $1.33M | Sell |
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|
2020
Q3 | $1.53M | Sell |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $730K | Buy |
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|
2019
Q3 | $678K | Buy |
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|
2019
Q2 | $625K | Buy |
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|
2019
Q1 | $550K | Sell |
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|
2018
Q4 | $584K | Buy |
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|
2018
Q3 | $584K | Buy |
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|
2018
Q2 | $532K | Sell |
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|
2018
Q1 | $569K | Buy |
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|
2017
Q4 | $553K | Buy |
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|
2017
Q3 | $355K | Buy |
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|
2017
Q2 | $319K | Sell |
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|
2017
Q1 | $513K | Sell |
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|
2016
Q4 | $640K | Buy |
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|
2016
Q3 | $634K | Buy |
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|
2016
Q2 | $420K | Sell |
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|
2016
Q1 | $407K | Buy |
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|
2015
Q4 | $360K | Buy |
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|
2015
Q3 | $291K | Buy |
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|
2015
Q2 | $296K | Sell |
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|
2015
Q1 | $370K | Buy |
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|
2014
Q4 | $303K | Sell |
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|
2014
Q3 | $365K | Buy |
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|
2014
Q2 | $252K | Sell |
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|
2014
Q1 | $263K | Sell |
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|
2013
Q4 | $339K | Buy |
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|
2013
Q3 | $279K | Buy |
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