First Foundation Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
22,343
+3,080
| +16% | +$301K | 0.08% | 130 |
|
|
2025
Q1 | $1.69M | Sell |
19,263
-1,567
| -8% | -$138K | 0.07% | 137 |
|
|
2024
Q4 | $1.88M | Sell |
20,830
-634
| -3% | -$57.3K | 0.07% | 128 |
|
|
2024
Q3 | $1.73M | Buy |
21,464
+173
| +0.8% | +$14K | 0.07% | 136 |
|
|
2024
Q2 | $1.44M | Sell |
21,291
-1,072
| -5% | -$72.6K | 0.06% | 140 |
|
|
2024
Q1 | $1.35M | Buy |
22,363
+1,447
| +7% | +$87.1K | 0.05% | 147 |
|
|
2023
Q4 | $1.1M | Sell |
20,916
-21,912
| -51% | -$1.15M | 0.05% | 166 |
|
|
2023
Q3 | $2.28M | Buy |
42,828
+258
| +0.6% | +$13.8K | 0.11% | 117 |
|
|
2023
Q2 | $2.23M | Buy |
42,570
+5,445
| +15% | +$285K | 0.1% | 124 |
|
|
2023
Q1 | $1.82M | Buy |
37,125
+6,597
| +22% | +$324K | 0.08% | 130 |
|
|
2022
Q4 | $1.44M | Buy |
30,528
+3,258
| +12% | +$154K | 0.07% | 154 |
|
|
2022
Q3 | $1.18M | Sell |
27,270
-2,904
| -10% | -$126K | 0.06% | 156 |
|
|
2022
Q2 | $1.22M | Buy |
30,174
+6,900
| +30% | +$280K | 0.05% | 166 |
|
|
2022
Q1 | $1.16M | Sell |
23,274
-54
| -0.2% | -$2.68K | 0.04% | 179 |
|
|
2021
Q4 | $1.13M | Buy |
23,328
+2,445
| +12% | +$118K | 0.04% | 190 |
|
|
2021
Q3 | $970K | Buy |
20,883
+2,616
| +14% | +$122K | 0.04% | 201 |
|
|
2021
Q2 | $859K | Buy |
18,267
+453
| +3% | +$21.3K | 0.03% | 220 |
|
|
2021
Q1 | $807K | Sell |
17,814
-9,927
| -36% | -$450K | 0.03% | 227 |
|
|
2020
Q4 | $1.33M | Sell |
27,741
-5,130
| -16% | -$247K | 0.06% | 164 |
|
|
2020
Q3 | $1.53M | Sell |
32,871
-594
| -2% | -$27.7K | 0.07% | 140 |
|
|
2020
Q2 | $1.34M | Buy |
33,465
+474
| +1% | +$18.9K | 0.07% | 150 |
|
|
2020
Q1 | $1.25M | Buy |
32,991
+14,565
| +79% | +$551K | 0.08% | 150 |
|
|
2019
Q4 | $730K | Buy |
18,426
+1,284
| +7% | +$50.9K | 0.04% | 204 |
|
|
2019
Q3 | $678K | Buy |
17,142
+180
| +1% | +$7.12K | 0.04% | 197 |
|
|
2019
Q2 | $625K | Buy |
16,962
+33
| +0.2% | +$1.22K | 0.04% | 205 |
|
|
2019
Q1 | $550K | Sell |
16,929
-1,881
| -10% | -$61.1K | 0.03% | 209 |
|
|
2018
Q4 | $584K | Buy |
18,810
+156
| +0.8% | +$4.84K | 0.04% | 233 |
|
|
2018
Q3 | $584K | Buy |
18,654
+27
| +0.1% | +$845 | 0.03% | 219 |
|
|
2018
Q2 | $532K | Sell |
18,627
-555
| -3% | -$15.9K | 0.03% | 207 |
|
|
2018
Q1 | $569K | Buy |
19,182
+2,376
| +14% | +$70.5K | 0.03% | 201 |
|
|
2017
Q4 | $553K | Buy |
16,806
+3,186
| +23% | +$105K | 0.03% | 219 |
|
|
2017
Q3 | $355K | Buy |
13,620
+993
| +8% | +$25.9K | 0.02% | 231 |
|
|
2017
Q2 | $319K | Sell |
12,627
-8,733
| -41% | -$221K | 0.02% | 249 |
|
|
2017
Q1 | $513K | Sell |
21,360
-6,426
| -23% | -$154K | 0.03% | 205 |
|
|
2016
Q4 | $640K | Buy |
27,786
+1,413
| +5% | +$32.5K | 0.04% | 171 |
|
|
2016
Q3 | $634K | Buy |
26,373
+9,117
| +53% | +$219K | 0.04% | 171 |
|
|
2016
Q2 | $420K | Sell |
17,256
-585
| -3% | -$14.2K | 0.03% | 207 |
|
|
2016
Q1 | $407K | Buy |
17,841
+225
| +1% | +$5.13K | 0.03% | 193 |
|
|
2015
Q4 | $360K | Buy |
17,616
+4,170
| +31% | +$85.2K | 0.02% | 203 |
|
|
2015
Q3 | $291K | Buy |
13,446
+933
| +7% | +$20.2K | 0.02% | 188 |
|
|
2015
Q2 | $296K | Sell |
12,513
-999
| -7% | -$23.6K | 0.02% | 182 |
|
|
2015
Q1 | $370K | Buy |
13,512
+2,928
| +28% | +$80.2K | 0.03% | 170 |
|
|
2014
Q4 | $303K | Sell |
10,584
-3,741
| -26% | -$107K | 0.03% | 183 |
|
|
2014
Q3 | $365K | Buy |
14,325
+4,248
| +42% | +$108K | 0.04% | 161 |
|
|
2014
Q2 | $252K | Sell |
10,077
-237
| -2% | -$5.93K | 0.03% | 183 |
|
|
2014
Q1 | $263K | Sell |
10,314
-2,628
| -20% | -$67K | 0.03% | 156 |
|
|
2013
Q4 | $339K | Buy |
12,942
+1,605
| +14% | +$42K | 0.05% | 134 |
|
|
2013
Q3 | $279K | Buy |
+11,337
| New | +$279K | 0.04% | 133 |
|