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IFG Advisors’s Walmart WMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$352K Buy
3,601
+89
+3% +$8.7K 0.06% 116
2025
Q1
$308K Hold
3,512
0.06% 117
2024
Q4
$317K Buy
3,512
+10
+0.3% +$903 0.06% 113
2024
Q3
$283K Sell
3,502
-122
-3% -$9.85K 0.06% 115
2024
Q2
$245K Buy
3,624
+124
+4% +$8.4K 0.06% 123
2024
Q1
$211K Buy
+3,500
New +$211K 0.05% 125
2020
Q2
Sell
-3,334
Closed -$379K 85
2020
Q1
$379K Buy
+3,334
New +$379K 0.37% 44