LJAC
L.J. Altfest & Co’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
19,939
-87
| -0.4% | -$8.51K | 0.23% | 80 |
|
|
2025
Q1 | $1.76M | Sell |
20,026
-32
| -0.2% | -$2.81K | 0.22% | 78 |
|
|
2024
Q4 | $1.81M | Sell |
20,058
-841
| -4% | -$76K | 0.23% | 77 |
|
|
2024
Q3 | $1.69M | Sell |
20,899
-96
| -0.5% | -$7.75K | 0.22% | 80 |
|
|
2024
Q2 | $1.42M | Sell |
20,995
-96
| -0.5% | -$6.5K | 0.19% | 84 |
|
|
2024
Q1 | $1.27M | Buy |
21,091
+13,657
| +184% | +$822K | 0.18% | 95 |
|
|
2023
Q4 | $1.17M | Sell |
7,434
-143
| -2% | -$22.5K | 0.17% | 105 |
|
|
2023
Q3 | $1.21M | Sell |
7,577
-48
| -0.6% | -$7.68K | 0.19% | 90 |
|
|
2023
Q2 | $1.2M | Buy |
7,625
+40
| +0.5% | +$6.29K | 0.18% | 86 |
|
|
2023
Q1 | $1.12M | Sell |
7,585
-233
| -3% | -$34.3K | 0.18% | 86 |
|
|
2022
Q4 | $1.11M | Sell |
7,818
-458
| -6% | -$65K | 0.18% | 86 |
|
|
2022
Q3 | $1.07M | Buy |
8,276
+27
| +0.3% | +$3.5K | 0.2% | 71 |
|
|
2022
Q2 | $1M | Sell |
8,249
-2
| -0% | -$243 | 0.18% | 89 |
|
|
2022
Q1 | $1.23M | Buy |
8,251
+59
| +0.7% | +$8.79K | 0.22% | 73 |
|
|
2021
Q4 | $1.19M | Sell |
8,192
-399
| -5% | -$57.7K | 0.23% | 87 |
|
|
2021
Q3 | $1.2M | Sell |
8,591
-23
| -0.3% | -$3.21K | 0.25% | 73 |
|
|
2021
Q2 | $1.22M | Sell |
8,614
-3,919
| -31% | -$553K | 0.26% | 68 |
|
|
2021
Q1 | $1.7M | Buy |
12,533
+3,483
| +38% | +$473K | 0.4% | 48 |
|
|
2020
Q4 | $1.31M | Buy |
9,050
+853
| +10% | +$123K | 0.32% | 56 |
|
|
2020
Q3 | $1.15M | Sell |
8,197
-1,785
| -18% | -$250K | 0.3% | 55 |
|
|
2020
Q2 | $1.2M | Buy |
9,982
+1,927
| +24% | +$231K | 0.34% | 48 |
|
|
2020
Q1 | $915K | Sell |
8,055
-34
| -0.4% | -$3.86K | 0.29% | 61 |
|
|
2019
Q4 | $961K | Sell |
8,089
-702
| -8% | -$83.4K | 0.24% | 64 |
|
|
2019
Q3 | $1.04M | Sell |
8,791
-600
| -6% | -$71.2K | 0.27% | 56 |
|
|
2019
Q2 | $1.04M | Sell |
9,391
-327
| -3% | -$36.1K | 0.28% | 60 |
|
|
2019
Q1 | $948K | Sell |
9,718
-485
| -5% | -$47.3K | 0.23% | 64 |
|
|
2018
Q4 | $950K | Sell |
10,203
-535
| -5% | -$49.8K | 0.27% | 54 |
|
|
2018
Q3 | $1.01M | Sell |
10,738
-65
| -0.6% | -$6.1K | 0.29% | 62 |
|
|
2018
Q2 | $925K | Sell |
10,803
-225
| -2% | -$19.3K | 0.34% | 61 |
|
|
2018
Q1 | $981K | Sell |
11,028
-5,862
| -35% | -$521K | 0.42% | 54 |
|
|
2017
Q4 | $1.67M | Buy |
16,890
+116
| +0.7% | +$11.5K | 0.63% | 36 |
|
|
2017
Q3 | $1.31M | Sell |
16,774
-358
| -2% | -$28K | 0.64% | 41 |
|
|
2017
Q2 | $1.3M | Sell |
17,132
-5,824
| -25% | -$441K | 0.78% | 42 |
|
|
2017
Q1 | $1.66M | Buy |
22,956
+13,346
| +139% | +$962K | 0.66% | 37 |
|
|
2016
Q4 | $664K | Sell |
9,610
-13
| -0.1% | -$898 | 0.33% | 69 |
|
|
2016
Q3 | $694K | Sell |
9,623
-213
| -2% | -$15.4K | 0.46% | 63 |
|
|
2016
Q2 | $718K | Sell |
9,836
-15,676
| -61% | -$1.14M | 0.5% | 63 |
|
|
2016
Q1 | $1.75M | Sell |
25,512
-113
| -0.4% | -$7.74K | 1.8% | 19 |
|
|
2015
Q4 | $1.57M | Sell |
25,625
-527
| -2% | -$32.3K | 1.54% | 23 |
|
|
2015
Q3 | $1.7M | Buy |
26,152
+58
| +0.2% | +$3.76K | 1.67% | 14 |
|
|
2015
Q2 | $1.85M | Sell |
26,094
-188
| -0.7% | -$13.3K | 1.7% | 15 |
|
|
2015
Q1 | $2.16M | Buy |
26,282
+3,473
| +15% | +$286K | 2.01% | 13 |
|
|
2014
Q4 | $1.96M | Buy |
22,809
+104
| +0.5% | +$8.93K | 1.6% | 16 |
|
|
2014
Q3 | $1.76M | Sell |
22,705
-44
| -0.2% | -$3.4K | 1.73% | 17 |
|
|
2014
Q2 | $1.73M | Sell |
22,749
-359
| -2% | -$27.3K | 1.7% | 14 |
|
|
2014
Q1 | $1.77M | Sell |
23,108
-258
| -1% | -$19.7K | 1.64% | 11 |
|
|
2013
Q4 | $1.84M | Buy |
+23,366
| New | +$1.84M | 1.57% | 15 |
|