IWA
IBEX Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.98M | Buy |
+50,904
| New | +$4.98M | 0.53% | 64 |
|
|
2025
Q1 | – | Sell |
-7,733
| Closed | -$699K | – | 217 |
|
|
2024
Q4 | $699K | Buy |
+7,733
| New | +$699K | 0.08% | 136 |
|
|
2024
Q3 | – | Sell |
-231
| Closed | -$15.6K | – | 279 |
|
|
2024
Q2 | $15.6K | Buy |
+231
| New | +$15.6K | ﹤0.01% | 206 |
|
|
2024
Q1 | – | Sell |
-3
| Closed | -$507 | – | 150 |
|
|
2023
Q4 | $507 | Sell |
3
-14,243
| -100% | -$2.41M | 0.11% | 82 |
|
|
2023
Q3 | $2.28M | Buy |
+14,246
| New | +$2.28M | 0.58% | 54 |
|
|
2020
Q2 | – | Sell |
-13,767
| Closed | -$1.56M | – | 111 |
|
|
2020
Q1 | $1.56M | Buy |
13,767
+949
| +7% | +$108K | 0.61% | 68 |
|
|
2019
Q4 | $1.52M | Buy |
12,818
+918
| +8% | +$109K | 0.47% | 75 |
|
|
2019
Q3 | $1.41M | Buy |
11,900
+11,703
| +5,941% | +$1.39M | 0.47% | 77 |
|
|
2019
Q2 | $21K | Buy |
+197
| New | +$21K | 0.01% | 268 |
|