IFG Advisory’s Walmart WMT Stock Holding History

IFG Advisory’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.51M	Sell	97,288 -1,733	-2%	-$169K	0.48%	48
2025 Q1	$8.69M	Buy	99,021 +514	+0.5%	+$45.1K	0.48%	50
2024 Q4	$8.9M	Buy	98,507 +2,243	+2%	+$203K	0.5%	46
2024 Q3	$7.77M	Buy	96,264 +1,787	+2%	+$144K	0.5%	47
2024 Q2	$6.4M	Buy	94,477 +1,345	+1%	+$91.1K	0.41%	52
2024 Q1	$5.6M	Sell	93,132 -7,980	-8%	-$480K	0.42%	59
2023 Q4	$5.31M	Sell	101,112 -48	-0%	-$2.52K	0.39%	61
2023 Q3	$5.39M	Buy	101,160 +1,857	+2%	+$99K	0.45%	48
2023 Q2	$5.2M	Buy	99,303 +10,131	+11%	+$531K	0.46%	51
2023 Q1	$4.38M	Buy	89,172 +3,291	+4%	+$162K	0.41%	61
2022 Q4	$4.06M	Buy	85,881 +39,489	+85%	+$1.87M	0.4%	59
2022 Q3	$2.01M	Buy	46,392 +4,182	+10%	+$181K	0.18%	119
2022 Q2	$1.71M	Sell	42,210 -4,050	-9%	-$164K	0.18%	125
2022 Q1	$2.3M	Sell	46,260 -819	-2%	-$40.6K	0.23%	109
2021 Q4	$2.27M	Sell	47,079 -1,014	-2%	-$48.9K	0.22%	110
2021 Q3	$2.23M	Buy	48,093 +1,596	+3%	+$74.1K	0.24%	104
2021 Q2	$2.19M	Sell	46,497 -7,425	-14%	-$349K	0.24%	102
2021 Q1	$2.44M	Sell	53,922 -324	-0.6%	-$14.7K	0.3%	76
2020 Q4	$2.61M	Sell	54,246 -10,095	-16%	-$485K	0.36%	68
2020 Q3	$3M	Buy	64,341 +195	+0.3%	+$9.09K	0.49%	45
2020 Q2	$2.56M	Sell	64,146 -14,619	-19%	-$584K	0.46%	53
2020 Q1	$2.98M	Buy	78,765 +2,781	+4%	+$105K	0.67%	31
2019 Q4	$3.01M	Sell	75,984 -501	-0.7%	-$19.8K	0.55%	39
2019 Q3	$3.03M	Sell	76,485 -1,452	-2%	-$57.4K	0.59%	37
2019 Q2	$2.87M	Buy	77,937 +1,809	+2%	+$66.6K	0.51%	37
2019 Q1	$2.47M	Sell	76,128 -1,851	-2%	-$60.2K	0.47%	46
2018 Q4	$2.42M	Sell	77,979 -369	-0.5%	-$11.5K	0.57%	35
2018 Q3	$2.45M	Buy	78,348 +3,891	+5%	+$122K	0.46%	44
2018 Q2	$2.13M	Buy	74,457 +5,346	+8%	+$153K	0.44%	50
2018 Q1	$2.05M	Buy	69,111 +3,531	+5%	+$105K	0.46%	49
2017 Q4	$2.16M	Buy	+65,580	New	+$2.16M	0.49%	45