JNBA Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $216K | Hold |
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|
2025
Q2 | $205K | Buy |
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|
2025
Q1 | $180K | Sell |
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|
2024
Q4 | $236K | Sell |
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|
2024
Q3 | $220K | Sell |
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|
2024
Q2 | $329K | Sell |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $334K | Sell |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $435K | Sell |
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|
2021
Q3 | $428K | Hold |
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|
2021
Q2 | $433K | Buy |
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|
2021
Q1 | $411K | Buy |
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|
2020
Q4 | $424K | Sell |
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|
2020
Q3 | $435K | Buy |
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|
2020
Q2 | $348K | Hold |
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|
2020
Q1 | $330K | Sell |
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|
2019
Q4 | $364K | Buy |
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|
2019
Q3 | $337K | Buy |
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|
2019
Q2 | $313K | Buy |
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|
2019
Q1 | $248K | Buy |
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|
2018
Q4 | $87K | Sell |
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|
2018
Q3 | $104K | Buy |
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|
2018
Q2 | $82K | Hold |
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|
2018
Q1 | $85K | Sell |
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|
2017
Q4 | $114K | Hold |
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|
2017
Q3 | $90K | Buy |
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|
2017
Q2 | $76K | Sell |
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|
2017
Q1 | $87K | Hold |
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|
2016
Q4 | $84K | Sell |
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|
2016
Q3 | $654K | Buy |
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|
2016
Q2 | $84K | Hold |
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|
2016
Q1 | $78K | Hold |
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|
2015
Q4 | $70K | Buy |
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|
2015
Q3 | $20K | Hold |
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|
2015
Q2 | $22K | Hold |
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|
2015
Q1 | $25K | Sell |
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|
2014
Q4 | $36K | Hold |
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|
2014
Q3 | $32K | Buy |
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|
2014
Q2 | $23K | Hold |
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|
2014
Q1 | $23K | Hold |
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|
2013
Q4 | $24K | Hold |
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|
2013
Q3 | $22K | Hold |
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|
2013
Q2 | $22K | Buy |
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