KLI
Kelman-Lazarov Inc’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
11,449
+182
| +2% | +$17.8K | 0.18% | 54 |
|
|
2025
Q1 | $989K | Buy |
11,267
+20
| +0.2% | +$1.76K | 0.18% | 53 |
|
|
2024
Q4 | $1.02M | Sell |
11,247
-43
| -0.4% | -$3.89K | 0.18% | 54 |
|
|
2024
Q3 | $912K | Buy |
11,290
+3
| +0% | +$242 | 0.16% | 54 |
|
|
2024
Q2 | $764K | Sell |
11,287
-560
| -5% | -$37.9K | 0.14% | 57 |
|
|
2024
Q1 | $713K | Buy |
11,847
+7,919
| +202% | +$476K | 0.14% | 57 |
|
|
2023
Q4 | $619K | Buy |
3,928
+72
| +2% | +$11.4K | 0.13% | 58 |
|
|
2023
Q3 | $617K | Buy |
3,856
+304
| +9% | +$48.6K | 0.15% | 55 |
|
|
2023
Q2 | $558K | Buy |
3,552
+187
| +6% | +$29.4K | 0.13% | 57 |
|
|
2023
Q1 | $496K | Hold |
3,365
| – | – | 0.13% | 60 |
|
|
2022
Q4 | $477K | Sell |
3,365
-223
| -6% | -$31.6K | 0.13% | 58 |
|
|
2022
Q3 | $465K | Sell |
3,588
-1,398
| -28% | -$181K | 0.16% | 51 |
|
|
2022
Q2 | $606K | Buy |
4,986
+11
| +0.2% | +$1.34K | 0.2% | 44 |
|
|
2022
Q1 | $741K | Hold |
4,975
| – | – | 0.25% | 40 |
|
|
2021
Q4 | $720K | Hold |
4,975
| – | – | 0.23% | 41 |
|
|
2021
Q3 | $693K | Hold |
4,975
| – | – | 0.24% | 40 |
|
|
2021
Q2 | $702K | Sell |
4,975
-17
| -0.3% | -$2.4K | 0.25% | 38 |
|
|
2021
Q1 | $678K | Hold |
4,992
| – | – | 0.24% | 39 |
|
|
2020
Q4 | $720K | Sell |
4,992
-188
| -4% | -$27.1K | 0.28% | 37 |
|
|
2020
Q3 | $725K | Hold |
5,180
| – | – | 0.33% | 34 |
|
|
2020
Q2 | $620K | Hold |
5,180
| – | – | 0.29% | 37 |
|
|
2020
Q1 | $589K | Sell |
5,180
-2,712
| -34% | -$308K | 0.32% | 39 |
|
|
2019
Q4 | $938K | Sell |
7,892
-452
| -5% | -$53.7K | 0.42% | 37 |
|
|
2019
Q3 | $990K | Sell |
8,344
-632
| -7% | -$75K | 0.49% | 35 |
|
|
2019
Q2 | $992K | Sell |
8,976
-1,949
| -18% | -$215K | 0.51% | 36 |
|
|
2019
Q1 | $1.07M | Sell |
10,925
-719
| -6% | -$70.2K | 0.56% | 35 |
|
|
2018
Q4 | $1.09M | Sell |
11,644
-1,848
| -14% | -$172K | 0.68% | 35 |
|
|
2018
Q3 | $1.27M | Sell |
13,492
-499
| -4% | -$46.9K | 0.74% | 35 |
|
|
2018
Q2 | $1.2M | Sell |
13,991
-701
| -5% | -$60K | 0.64% | 43 |
|
|
2018
Q1 | $1.31M | Sell |
14,692
-3,705
| -20% | -$330K | 0.7% | 39 |
|
|
2017
Q4 | $1.82M | Buy |
18,397
+1,771
| +11% | +$175K | 0.93% | 32 |
|
|
2017
Q3 | $1.3M | Buy |
16,626
+340
| +2% | +$26.6K | 0.69% | 43 |
|
|
2017
Q2 | $1.23M | Buy |
16,286
+10,565
| +185% | +$800K | 0.68% | 48 |
|
|
2017
Q1 | $412K | Hold |
5,721
| – | – | 0.27% | 82 |
|
|
2016
Q4 | $395K | Sell |
5,721
-7,374
| -56% | -$510K | 0.22% | 88 |
|
|
2016
Q3 | $940K | Sell |
13,095
-375
| -3% | -$26.9K | 0.53% | 55 |
|
|
2016
Q2 | $981K | Sell |
13,470
-268
| -2% | -$19.5K | 0.56% | 56 |
|
|
2016
Q1 | $949K | Buy |
+13,738
| New | +$949K | 0.56% | 54 |
|