IA
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 |
|