HWA
HCR Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Sell |
34,655
-12
| -0% | -$1.17K | 0.4% | 42 |
|
|
2025
Q1 | $3.04M | Sell |
34,667
-130
| -0.4% | -$11.4K | 0.4% | 44 |
|
|
2024
Q4 | $3.14M | Sell |
34,797
-160
| -0.5% | -$14.5K | 0.39% | 43 |
|
|
2024
Q3 | $2.82M | Buy |
34,957
+397
| +1% | +$32.1K | 0.37% | 45 |
|
|
2024
Q2 | $2.34M | Sell |
34,560
-439
| -1% | -$29.7K | 0.33% | 49 |
|
|
2024
Q1 | $2.11M | Buy |
34,999
+23,344
| +200% | +$1.4M | 0.32% | 57 |
|
|
2023
Q4 | $1.84M | Buy |
11,655
+1,073
| +10% | +$169K | 0.29% | 59 |
|
|
2023
Q3 | $1.69M | Sell |
10,582
-251
| -2% | -$40.1K | 0.37% | 49 |
|
|
2023
Q2 | $1.7M | Buy |
10,833
+20
| +0.2% | +$3.14K | 0.32% | 64 |
|
|
2023
Q1 | $1.6M | Hold |
10,813
| – | – | 0.32% | 65 |
|
|
2022
Q4 | $1.54M | Sell |
10,813
-59
| -0.5% | -$8.4K | 0.32% | 68 |
|
|
2022
Q3 | $1.41M | Sell |
10,872
-24
| -0.2% | -$3.11K | 0.3% | 68 |
|
|
2022
Q2 | $1.33M | Sell |
10,896
-588
| -5% | -$71.5K | 0.27% | 72 |
|
|
2022
Q1 | $1.71M | Sell |
11,484
-468
| -4% | -$69.7K | 0.28% | 68 |
|
|
2021
Q4 | $1.73M | Buy |
11,952
+138
| +1% | +$20K | 0.27% | 78 |
|
|
2021
Q3 | $1.65M | Sell |
11,814
-20
| -0.2% | -$2.79K | 0.27% | 80 |
|
|
2021
Q2 | $1.67M | Sell |
11,834
-103
| -0.9% | -$14.5K | 0.29% | 75 |
|
|
2021
Q1 | $1.62M | Sell |
11,937
-259
| -2% | -$35.2K | 0.32% | 69 |
|
|
2020
Q4 | $1.76M | Buy |
12,196
+543
| +5% | +$78.3K | 0.37% | 58 |
|
|
2020
Q3 | $1.63M | Buy |
11,653
+217
| +2% | +$30.4K | 0.37% | 54 |
|
|
2020
Q2 | $1.37M | Buy |
11,436
+66
| +0.6% | +$7.9K | 0.32% | 53 |
|
|
2020
Q1 | $1.29M | Sell |
11,370
-135
| -1% | -$15.3K | 0.37% | 49 |
|
|
2019
Q4 | $1.37M | Buy |
11,505
+111
| +1% | +$13.2K | 0.33% | 56 |
|
|
2019
Q3 | $1.35M | Buy |
11,394
+169
| +2% | +$20.1K | 0.45% | 52 |
|
|
2019
Q2 | $1.24M | Sell |
11,225
-101
| -0.9% | -$11.2K | 0.35% | 54 |
|
|
2019
Q1 | $1.1M | Buy |
11,326
+182
| +2% | +$17.6K | 0.31% | 66 |
|
|
2018
Q4 | $1.04M | Sell |
11,144
-377
| -3% | -$35K | 0.33% | 65 |
|
|
2018
Q3 | $1.12M | Sell |
11,521
-436
| -4% | -$42.5K | 0.37% | 65 |
|
|
2018
Q2 | $1.02M | Buy |
11,957
+300
| +3% | +$25.6K | 0.34% | 75 |
|
|
2018
Q1 | $1.03M | Buy |
11,657
+555
| +5% | +$49.2K | 0.36% | 71 |
|
|
2017
Q4 | $1.09M | Buy |
11,102
+621
| +6% | +$61.1K | 0.38% | 63 |
|
|
2017
Q3 | $817K | Sell |
10,481
-5,790
| -36% | -$451K | 0.34% | 72 |
|
|
2017
Q2 | $1.23M | Sell |
16,271
-229
| -1% | -$17.3K | 0.61% | 38 |
|
|
2017
Q1 | $1.19M | Sell |
16,500
-2,108
| -11% | -$152K | 0.61% | 38 |
|
|
2016
Q4 | $1.29M | Buy |
+18,608
| New | +$1.29M | 0.68% | 37 |
|