IFP Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
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|
2025
Q1 | $8.68M | Buy |
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|
2024
Q4 | $7.91M | Buy |
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|
2024
Q3 | $6.45M | Buy |
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|
2024
Q2 | $3.57M | Buy |
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|
2024
Q1 | $2.57M | Sell |
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|
2023
Q4 | $2.27M | Sell |
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|
2023
Q3 | $2.9M | Sell |
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|
2023
Q2 | $3.67M | Buy |
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|
2023
Q1 | $1.52M | Sell |
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|
2022
Q4 | $3.31M | Sell |
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|
2022
Q3 | $3.52M | Buy |
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|
2022
Q2 | $3.24M | Hold |
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|
2022
Q1 | $3.24M | Buy |
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|
2021
Q4 | $3.11M | Sell |
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|
2021
Q3 | $3.26M | Buy |
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|
2021
Q2 | $3.02M | Buy |
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|
2021
Q1 | $2.79M | Sell |
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|
2020
Q4 | $3.3M | Sell |
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|
2020
Q3 | $3.22M | Buy |
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|
2020
Q2 | $2.68M | Sell |
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|
2020
Q1 | $2.58M | Buy |
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|
2019
Q4 | $2.63M | Sell |
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|
2019
Q3 | $5.3M | Buy |
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|
2019
Q1 | $1.85M | Sell |
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|
2018
Q4 | $4.6M | Sell |
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|
2018
Q3 | $5.15M | Buy |
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|
2018
Q2 | $4.35M | Buy |
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|
2018
Q1 | $4.48M | Hold |
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|
2017
Q4 | $4.48M | Sell |
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|
2017
Q3 | $5.74M | Sell |
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|
2017
Q2 | $5.77M | Buy |
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|
2017
Q1 | $5.38M | Buy |
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|
2016
Q4 | $4.98M | Buy |
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|
2016
Q3 | $4.5M | Sell |
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|
2016
Q2 | $4.61M | Buy |
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|
2016
Q1 | $1.85M | Sell |
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|
2015
Q4 | $3.64M | Buy |
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