JNBA Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
2,098
+46
| +2% | +$4.5K | 0.02% | 175 |
|
|
2025
Q1 | $180K | Sell |
2,052
-560
| -21% | -$49.2K | 0.02% | 182 |
|
|
2024
Q4 | $236K | Sell |
2,612
-115
| -4% | -$10.4K | 0.02% | 167 |
|
|
2024
Q3 | $220K | Sell |
2,727
-2,139
| -44% | -$173K | 0.02% | 178 |
|
|
2024
Q2 | $329K | Sell |
4,866
-1,204
| -20% | -$81.5K | 0.03% | 153 |
|
|
2024
Q1 | $365K | Sell |
6,070
-125
| -2% | -$7.52K | 0.04% | 151 |
|
|
2023
Q4 | $326K | Sell |
6,195
-420
| -6% | -$22.1K | 0.04% | 164 |
|
|
2023
Q3 | $353K | Sell |
6,615
-84
| -1% | -$4.48K | 0.04% | 147 |
|
|
2023
Q2 | $351K | Sell |
6,699
-21
| -0.3% | -$1.1K | 0.04% | 154 |
|
|
2023
Q1 | $330K | Sell |
6,720
-339
| -5% | -$16.7K | 0.04% | 159 |
|
|
2022
Q4 | $334K | Sell |
7,059
-2,754
| -28% | -$130K | 0.05% | 155 |
|
|
2022
Q3 | $424K | Buy |
9,813
+78
| +0.8% | +$3.37K | 0.07% | 131 |
|
|
2022
Q2 | $395K | Buy |
9,735
+420
| +5% | +$17K | 0.06% | 131 |
|
|
2022
Q1 | $462K | Buy |
9,315
+297
| +3% | +$14.7K | 0.06% | 132 |
|
|
2021
Q4 | $435K | Sell |
9,018
-201
| -2% | -$9.7K | 0.05% | 139 |
|
|
2021
Q3 | $428K | Hold |
9,219
| – | – | 0.06% | 136 |
|
|
2021
Q2 | $433K | Buy |
9,219
+135
| +1% | +$6.34K | 0.06% | 133 |
|
|
2021
Q1 | $411K | Buy |
9,084
+261
| +3% | +$11.8K | 0.06% | 130 |
|
|
2020
Q4 | $424K | Sell |
8,823
-501
| -5% | -$24.1K | 0.07% | 119 |
|
|
2020
Q3 | $435K | Buy |
9,324
+615
| +7% | +$28.7K | 0.09% | 101 |
|
|
2020
Q2 | $348K | Hold |
8,709
| – | – | 0.07% | 114 |
|
|
2020
Q1 | $330K | Sell |
8,709
-471
| -5% | -$17.8K | 0.08% | 111 |
|
|
2019
Q4 | $364K | Buy |
9,180
+663
| +8% | +$26.3K | 0.07% | 112 |
|
|
2019
Q3 | $337K | Buy |
8,517
+27
| +0.3% | +$1.07K | 0.07% | 111 |
|
|
2019
Q2 | $313K | Buy |
8,490
+861
| +11% | +$31.7K | 0.06% | 121 |
|
|
2019
Q1 | $248K | Buy |
7,629
+4,824
| +172% | +$157K | 0.05% | 132 |
|
|
2018
Q4 | $87K | Sell |
2,805
-507
| -15% | -$15.7K | 0.02% | 168 |
|
|
2018
Q3 | $104K | Buy |
3,312
+438
| +15% | +$13.8K | 0.05% | 178 |
|
|
2018
Q2 | $82K | Hold |
2,874
| – | – | 0.02% | 192 |
|
|
2018
Q1 | $85K | Sell |
2,874
-600
| -17% | -$17.7K | 0.02% | 182 |
|
|
2017
Q4 | $114K | Hold |
3,474
| – | – | 0.02% | 163 |
|
|
2017
Q3 | $90K | Buy |
3,474
+444
| +15% | +$11.5K | 0.02% | 168 |
|
|
2017
Q2 | $76K | Sell |
3,030
-600
| -17% | -$15.1K | 0.02% | 177 |
|
|
2017
Q1 | $87K | Hold |
3,630
| – | – | 0.02% | 168 |
|
|
2016
Q4 | $84K | Sell |
3,630
-23,589
| -87% | -$546K | 0.02% | 174 |
|
|
2016
Q3 | $654K | Buy |
27,219
+23,784
| +692% | +$571K | 0.1% | 74 |
|
|
2016
Q2 | $84K | Hold |
3,435
| – | – | 0.02% | 170 |
|
|
2016
Q1 | $78K | Hold |
3,435
| – | – | 0.03% | 165 |
|
|
2015
Q4 | $70K | Buy |
3,435
+2,505
| +269% | +$51K | 0.03% | 170 |
|
|
2015
Q3 | $20K | Hold |
930
| – | – | 0.01% | 282 |
|
|
2015
Q2 | $22K | Hold |
930
| – | – | 0.01% | 274 |
|
|
2015
Q1 | $25K | Sell |
930
-318
| -25% | -$8.55K | 0.01% | 264 |
|
|
2014
Q4 | $36K | Hold |
1,248
| – | – | 0.01% | 218 |
|
|
2014
Q3 | $32K | Buy |
1,248
+348
| +39% | +$8.92K | 0.01% | 232 |
|
|
2014
Q2 | $23K | Hold |
900
| – | – | 0.01% | 253 |
|
|
2014
Q1 | $23K | Hold |
900
| – | – | 0.01% | 243 |
|
|
2013
Q4 | $24K | Hold |
900
| – | – | 0.01% | 227 |
|
|
2013
Q3 | $22K | Hold |
900
| – | – | 0.01% | 230 |
|
|
2013
Q2 | $22K | Buy |
+900
| New | +$22K | 0.02% | 206 |
|