IWA
Inspirion Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Sell |
6,139
-39
| -0.6% | -$3.81K | 0.08% | 92 |
|
|
2025
Q1 | $542K | Sell |
6,178
-651
| -10% | -$57.2K | 0.08% | 89 |
|
|
2024
Q4 | $620K | Buy |
6,829
+70
| +1% | +$6.36K | 0.09% | 86 |
|
|
2024
Q3 | $546K | Sell |
6,759
-200
| -3% | -$16.2K | 0.08% | 91 |
|
|
2024
Q2 | $471K | Buy |
6,959
+175
| +3% | +$11.8K | 0.07% | 92 |
|
|
2024
Q1 | $408K | Buy |
6,784
+4,379
| +182% | +$263K | 0.07% | 100 |
|
|
2023
Q4 | $383K | Buy |
2,405
+184
| +8% | +$29.3K | 0.07% | 99 |
|
|
2023
Q3 | $355K | Buy |
2,221
+150
| +7% | +$24K | 0.07% | 97 |
|
|
2023
Q2 | $326K | Buy |
2,071
+150
| +8% | +$23.6K | 0.06% | 102 |
|
|
2023
Q1 | $283K | Buy |
1,921
+361
| +23% | +$53.2K | 0.06% | 111 |
|
|
2022
Q4 | $221K | Hold |
1,560
| – | – | 0.05% | 116 |
|
|
2022
Q3 | $202K | Buy |
+1,560
| New | +$202K | 0.05% | 115 |
|
|
2017
Q1 | – | Sell |
-3,118
| Closed | -$216K | – | 67 |
|
|
2016
Q4 | $216K | Hold |
3,118
| – | – | 0.14% | 59 |
|
|
2016
Q3 | $225K | Hold |
3,118
| – | – | 0.15% | 55 |
|
|
2016
Q2 | $228K | Hold |
3,118
| – | – | 0.15% | 53 |
|
|
2016
Q1 | $214K | Buy |
+3,118
| New | +$214K | 0.15% | 53 |
|
|
2015
Q4 | – | Sell |
-3,280
| Closed | -$213K | – | 57 |
|
|
2015
Q3 | $213K | Hold |
3,280
| – | – | 0.17% | 50 |
|
|
2015
Q2 | $233K | Hold |
3,280
| – | – | 0.17% | 49 |
|
|
2015
Q1 | $270K | Buy |
3,280
+118
| +4% | +$9.71K | 0.22% | 44 |
|
|
2014
Q4 | $272K | Buy |
+3,162
| New | +$272K | 0.25% | 46 |
|