IA
IFP Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
120,841
+22,015
| +22% | +$2.15M | 0.34% | 55 |
|
|
2025
Q1 | $8.68M | Buy |
98,826
+11,296
| +13% | +$992K | 0.27% | 77 |
|
|
2024
Q4 | $7.91M | Buy |
87,530
+7,687
| +10% | +$695K | 0.26% | 78 |
|
|
2024
Q3 | $6.45M | Buy |
79,843
+27,177
| +52% | +$2.19M | 0.23% | 92 |
|
|
2024
Q2 | $3.57M | Buy |
52,666
+10,006
| +23% | +$678K | 0.14% | 148 |
|
|
2024
Q1 | $2.57M | Buy |
42,660
+28,252
| +196% | +$1.7M | 0.11% | 197 |
|
|
2023
Q4 | $2.27M | Sell |
14,408
-3,743
| -21% | -$590K | 0.11% | 210 |
|
|
2023
Q3 | $2.9M | Sell |
18,151
-5,187
| -22% | -$829K | 0.13% | 155 |
|
|
2023
Q2 | $3.67M | Buy |
23,338
+2,585
| +12% | +$406K | 0.15% | 132 |
|
|
2023
Q1 | $1.52M | Sell |
20,753
-23,672
| -53% | -$1.73M | 0.07% | 286 |
|
|
2022
Q4 | $3.31M | Sell |
44,425
-2,999
| -6% | -$223K | 0.09% | 235 |
|
|
2022
Q3 | $3.52M | Buy |
47,424
+3,775
| +9% | +$280K | 0.09% | 237 |
|
|
2022
Q2 | $3.24M | Hold |
43,649
| – | – | 0.1% | 229 |
|
|
2022
Q1 | $3.24M | Buy |
43,649
+22,107
| +103% | +$1.64M | 0.1% | 229 |
|
|
2021
Q4 | $3.11M | Sell |
21,542
-1,833
| -8% | -$265K | 0.06% | 183 |
|
|
2021
Q3 | $3.26M | Buy |
23,375
+1,924
| +9% | +$268K | 0.07% | 172 |
|
|
2021
Q2 | $3.02M | Buy |
21,451
+915
| +4% | +$129K | 0.06% | 175 |
|
|
2021
Q1 | $2.79M | Sell |
20,536
-2,398
| -10% | -$325K | 0.05% | 173 |
|
|
2020
Q4 | $3.3M | Sell |
22,934
-58
| -0.3% | -$8.35K | 0.13% | 129 |
|
|
2020
Q3 | $3.22M | Buy |
22,992
+474
| +2% | +$66.3K | 0.19% | 103 |
|
|
2020
Q2 | $2.68M | Sell |
22,518
-963
| -4% | -$115K | 0.21% | 97 |
|
|
2020
Q1 | $2.58M | Buy |
23,481
+1,482
| +7% | +$163K | 0.26% | 87 |
|
|
2019
Q4 | $2.63M | Sell |
21,999
-22,697
| -51% | -$2.71M | 0.2% | 120 |
|
|
2019
Q3 | $5.3M | Buy |
+44,696
| New | +$5.3M | 0.35% | 65 |
|
|
2019
Q1 | $1.85M | Sell |
18,827
-31,142
| -62% | -$3.06M | 0.25% | 91 |
|
|
2018
Q4 | $4.6M | Sell |
49,969
-4,865
| -9% | -$448K | 0.28% | 78 |
|
|
2018
Q3 | $5.15M | Buy |
54,834
+4,015
| +8% | +$377K | 0.21% | 108 |
|
|
2018
Q2 | $4.35M | Buy |
50,819
+5,412
| +12% | +$464K | 0.18% | 126 |
|
|
2018
Q1 | $4.48M | Hold |
45,407
| – | – | 0.2% | 107 |
|
|
2017
Q4 | $4.48M | Sell |
45,407
-28,065
| -38% | -$2.77M | 0.2% | 107 |
|
|
2017
Q3 | $5.74M | Sell |
73,472
-2,822
| -4% | -$221K | 0.23% | 92 |
|
|
2017
Q2 | $5.77M | Buy |
76,294
+1,593
| +2% | +$121K | 0.24% | 87 |
|
|
2017
Q1 | $5.38M | Buy |
74,701
+2,603
| +4% | +$188K | 0.23% | 95 |
|
|
2016
Q4 | $4.98M | Buy |
72,098
+9,747
| +16% | +$674K | 0.24% | 91 |
|
|
2016
Q3 | $4.5M | Sell |
62,351
-796
| -1% | -$57.4K | 0.23% | 90 |
|
|
2016
Q2 | $4.61M | Buy |
63,147
+44,320
| +235% | +$3.24M | 0.26% | 82 |
|
|
2016
Q1 | $1.85M | Sell |
18,827
-40,498
| -68% | -$3.98M | 0.25% | 91 |
|
|
2015
Q4 | $3.64M | Buy |
+59,325
| New | +$3.64M | 0.24% | 86 |
|