IAA
Independent Advisor Alliance’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.9M | Sell |
326,446
-7,765
| -2% | -$759K | 0.92% | 19 |
|
|
2025
Q1 | $29.3M | Sell |
334,211
-18,539
| -5% | -$1.63M | 0.97% | 20 |
|
|
2024
Q4 | $31.9M | Buy |
352,750
+40,699
| +13% | +$3.68M | 0.42% | 47 |
|
|
2024
Q3 | $25.2M | Sell |
312,051
-17,461
| -5% | -$1.41M | 0.92% | 19 |
|
|
2024
Q2 | $22.3M | Buy |
329,512
+4,368
| +1% | +$296K | 0.76% | 22 |
|
|
2024
Q1 | $19.6M | Buy |
325,144
+214,306
| +193% | +$12.9M | 0.71% | 29 |
|
|
2023
Q4 | $17.5M | Buy |
110,838
+7,875
| +8% | +$1.24M | 0.63% | 35 |
|
|
2023
Q3 | $16.5M | Buy |
102,963
+2,345
| +2% | +$375K | 0.74% | 31 |
|
|
2023
Q2 | $15.8M | Buy |
100,618
+364
| +0.4% | +$57.2K | 0.7% | 30 |
|
|
2023
Q1 | $14.8M | Sell |
100,254
-1,183
| -1% | -$174K | 0.71% | 31 |
|
|
2022
Q4 | $14.4K | Sell |
101,437
-986
| -1% | -$140 | ﹤0.01% | 159 |
|
|
2022
Q3 | $13.3M | Sell |
102,423
-5,602
| -5% | -$727K | 0.77% | 27 |
|
|
2022
Q2 | $13.1M | Sell |
108,025
-2,935
| -3% | -$357K | 0.73% | 30 |
|
|
2022
Q1 | $16.5M | Sell |
110,960
-404
| -0.4% | -$60.2K | 0.8% | 26 |
|
|
2021
Q4 | $16.1M | Sell |
111,364
-5,432
| -5% | -$786K | 0.79% | 27 |
|
|
2021
Q3 | $16.3M | Buy |
116,796
+136
| +0.1% | +$19K | 0.91% | 21 |
|
|
2021
Q2 | $16.5M | Sell |
116,660
-1,416
| -1% | -$200K | 0.9% | 18 |
|
|
2021
Q1 | $16M | Buy |
118,076
+24,316
| +26% | +$3.3M | 0.95% | 19 |
|
|
2020
Q4 | $13.5M | Buy |
93,760
+2,106
| +2% | +$304K | 0.92% | 23 |
|
|
2020
Q3 | $12.8M | Buy |
91,654
+45,640
| +99% | +$6.39M | 0.97% | 20 |
|
|
2020
Q2 | $5.51M | Sell |
46,014
-907
| -2% | -$109K | 0.59% | 36 |
|
|
2020
Q1 | $5.33M | Sell |
46,921
-6,631
| -12% | -$753K | 0.78% | 25 |
|
|
2019
Q4 | $6.36M | Sell |
53,552
-24,842
| -32% | -$2.95M | 0.28% | 87 |
|
|
2019
Q3 | $9.32M | Buy |
78,394
+16,680
| +27% | +$1.98M | 1.14% | 22 |
|
|
2019
Q2 | $5.56M | Buy |
61,714
+3,738
| +6% | +$337K | 0.81% | 27 |
|
|
2019
Q1 | $5.66M | Buy |
57,976
+1,801
| +3% | +$176K | 0.8% | 30 |
|
|
2018
Q4 | $5.26M | Buy |
56,175
+8,320
| +17% | +$779K | 0.93% | 27 |
|
|
2018
Q3 | $3.74M | Sell |
47,855
-538
| -1% | -$42.1K | 0.67% | 31 |
|
|
2018
Q2 | $3.38M | Buy |
48,393
+9,371
| +24% | +$655K | 0.7% | 30 |
|
|
2018
Q1 | $3.34M | Buy |
39,022
+8,538
| +28% | +$731K | 0.74% | 31 |
|
|
2017
Q4 | $3.1M | Buy |
30,484
+6,943
| +29% | +$705K | 0.69% | 33 |
|
|
2017
Q3 | $1.9M | Buy |
23,541
+1,783
| +8% | +$144K | 0.52% | 47 |
|
|
2017
Q2 | $1.59M | Buy |
21,758
+5,568
| +34% | +$408K | 0.51% | 58 |
|
|
2017
Q1 | $1.16M | Buy |
16,190
+6,913
| +75% | +$495K | 0.18% | 146 |
|
|
2016
Q4 | $623K | Buy |
+9,277
| New | +$623K | 0.27% | 101 |
|