JIP
Jaffetilchin Investment Partners’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Buy |
52,961
+13,039
| +33% | +$1.27M | 0.34% | 50 |
|
|
2025
Q1 | $3.5M | Buy |
39,922
+5,142
| +15% | +$451K | 0.25% | 67 |
|
|
2024
Q4 | $3.14M | Buy |
34,780
+2,093
| +6% | +$189K | 0.23% | 72 |
|
|
2024
Q3 | $2.64M | Buy |
32,687
+1,210
| +4% | +$97.7K | 0.2% | 77 |
|
|
2024
Q2 | $2.13M | Sell |
31,477
-392
| -1% | -$26.5K | 0.18% | 81 |
|
|
2024
Q1 | $1.92M | Buy |
31,869
+21,283
| +201% | +$1.28M | 0.17% | 89 |
|
|
2023
Q4 | $1.67M | Sell |
10,586
-1,029
| -9% | -$162K | 0.16% | 94 |
|
|
2023
Q3 | $1.86M | Buy |
11,615
+83
| +0.7% | +$13.3K | 0.2% | 77 |
|
|
2023
Q2 | $1.81M | Buy |
11,532
+386
| +3% | +$60.7K | 0.19% | 82 |
|
|
2023
Q1 | $1.64M | Buy |
11,146
+217
| +2% | +$32K | 0.19% | 95 |
|
|
2022
Q4 | $1.55M | Buy |
10,929
+202
| +2% | +$28.6K | 0.19% | 95 |
|
|
2022
Q3 | $1.39M | Buy |
10,727
+1,166
| +12% | +$151K | 0.18% | 81 |
|
|
2022
Q2 | $1.16M | Buy |
9,561
+584
| +7% | +$71K | 0.14% | 106 |
|
|
2022
Q1 | $1.32M | Buy |
8,977
+143
| +2% | +$21.1K | 0.16% | 93 |
|
|
2021
Q4 | $1.28M | Buy |
8,834
+986
| +13% | +$143K | 0.12% | 118 |
|
|
2021
Q3 | $1.09M | Sell |
7,848
-7,062
| -47% | -$984K | 0.12% | 123 |
|
|
2021
Q2 | $2.13M | Buy |
14,910
+5,761
| +63% | +$822K | 0.15% | 112 |
|
|
2021
Q1 | $1.24M | Buy |
9,149
+1,232
| +16% | +$167K | 0.15% | 118 |
|
|
2020
Q4 | $1.14M | Buy |
7,917
+338
| +4% | +$48.7K | 0.16% | 99 |
|
|
2020
Q3 | $1.06M | Buy |
7,579
+3,700
| +95% | +$517K | 0.2% | 70 |
|
|
2020
Q2 | $465K | Buy |
3,879
+1,378
| +55% | +$165K | 0.1% | 121 |
|
|
2020
Q1 | $284K | Sell |
2,501
-351
| -12% | -$39.9K | 0.1% | 126 |
|
|
2019
Q4 | $339K | Sell |
2,852
-56
| -2% | -$6.66K | 0.07% | 155 |
|
|
2019
Q3 | $345K | Sell |
2,908
-1,465
| -34% | -$174K | 0.08% | 153 |
|
|
2019
Q2 | $483K | Buy |
4,373
+504
| +13% | +$55.7K | 0.11% | 129 |
|
|
2019
Q1 | $377K | Buy |
3,869
+119
| +3% | +$11.6K | 0.08% | 185 |
|
|
2018
Q4 | $349K | Buy |
3,750
+553
| +17% | +$51.5K | 0.09% | 164 |
|
|
2018
Q3 | $300K | Buy |
+3,197
| New | +$300K | 0.06% | 232 |
|
|
2018
Q2 | – | Sell |
-9,602
| Closed | -$854K | – | 372 |
|
|
2018
Q1 | $854K | Buy |
9,602
+2,982
| +45% | +$265K | 0.19% | 87 |
|
|
2017
Q4 | $654K | Buy |
6,620
+104
| +2% | +$10.3K | 0.22% | 90 |
|
|
2017
Q3 | $509K | Buy |
+6,516
| New | +$509K | 0.12% | 155 |
|
|
2016
Q2 | – | Sell |
-8,648
| Closed | -$592K | – | 252 |
|
|
2016
Q1 | $592K | Buy |
8,648
+1,689
| +24% | +$116K | 0.19% | 67 |
|
|
2015
Q4 | $427K | Buy |
+6,959
| New | +$427K | 0.14% | 111 |
|
|
2013
Q3 | – | Sell |
-5,211
| Closed | -$388K | – | 204 |
|
|
2013
Q2 | $388K | Buy |
+5,211
| New | +$388K | 0.27% | 105 |
|