Landmark Financial Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.11M | Buy |
21,165
+210
| +1% | +$11.1K | 0.4% | 35 |
|
|
2023
Q3 | $1.12M | Sell |
20,955
-315
| -1% | -$16.8K | 0.45% | 36 |
|
|
2023
Q2 | $1.11M | Sell |
21,270
-585
| -3% | -$29.5K | 0.46% | 38 |
|
|
2023
Q1 | $1.07M | Hold |
21,855
| – | – | 0.47% | 36 |
|
|
2022
Q4 | $1.03M | Buy |
21,855
+1,230
| +6% | +$58.4K | 0.48% | 35 |
|
|
2022
Q3 | $892K | Buy |
20,625
+75
| +0.4% | +$3.29K | 0.47% | 35 |
|
|
2022
Q2 | $833K | Sell |
20,550
-465
| -2% | -$21.4K | 0.41% | 35 |
|
|
2022
Q1 | $1.1M | Buy |
21,015
+105
| +0.5% | +$4.93K | 0.53% | 27 |
|
|
2021
Q4 | $1.01M | Buy |
20,910
+1,398
| +7% | +$66.7K | 0.45% | 34 |
|
|
2021
Q3 | $883K | Sell |
19,512
-324
| -2% | -$15.6K | 0.48% | 29 |
|
|
2021
Q2 | $932K | Buy |
19,836
+324
| +2% | +$15.1K | 0.45% | 31 |
|
|
2021
Q1 | $883K | Sell |
19,512
-120
| -0.6% | -$5.56K | 0.48% | 29 |
|
|
2020
Q4 | $964K | Buy |
19,632
+126
| +0.6% | +$6.12K | 0.54% | 28 |
|
|
2020
Q3 | $922K | Sell |
19,506
-1,566
| -7% | -$69.6K | 0.58% | 30 |
|
|
2020
Q2 | $835K | Sell |
21,072
-84
| -0.4% | -$3.46K | 0.54% | 29 |
|
|
2020
Q1 | $910K | Sell |
21,156
-6
| -0% | -$231 | 0.62% | 29 |
|
|
2019
Q4 | $817K | Buy |
21,162
+1,590
| +8% | +$63.1K | 0.48% | 28 |
|
|
2019
Q3 | $774K | Hold |
19,572
| – | – | 0.48% | 28 |
|
|
2019
Q2 | $720K | Buy |
19,572
+6
| +0% | +$207 | 0.44% | 27 |
|
|
2019
Q1 | $636K | Sell |
19,566
-180
| -0.9% | -$5.84K | 0.42% | 29 |
|
|
2018
Q4 | $613K | Hold |
19,746
| – | – | 0.4% | 31 |
|
|
2018
Q3 | $618K | Buy |
19,746
+6
| +0% | +$184 | 0.37% | 32 |
|
|
2018
Q2 | $563K | Buy |
19,740
+15
| +0.1% | +$426 | 0.35% | 32 |
|
|
2018
Q1 | $585K | Buy |
19,725
+6
| +0% | +$193 | 0.37% | 32 |
|
|
2017
Q4 | $649K | Hold |
19,719
| – | – | 0.41% | 30 |
|
|
2017
Q3 | $514K | Sell |
19,719
-2,094
| -10% | -$54.9K | 0.35% | 31 |
|
|
2017
Q2 | $550K | Sell |
21,813
-2,667
| -11% | -$67.7K | 0.4% | 31 |
|
|
2017
Q1 | $588K | Sell |
24,480
-9,294
| -28% | -$214K | 0.44% | 30 |
|
|
2016
Q4 | $778K | Sell |
33,774
-897
| -3% | -$20.9K | 0.62% | 26 |
|
|
2016
Q3 | $834K | Sell |
34,671
-5,994
| -15% | -$145K | 0.71% | 27 |
|
|
2016
Q2 | $989K | Sell |
40,665
-7,149
| -15% | -$165K | 0.93% | 27 |
|
|
2016
Q1 | $1.09M | Buy |
47,814
+156
| +0.3% | +$3.42K | 1.11% | 22 |
|
|
2015
Q4 | $973K | Buy |
47,658
+17,400
| +58% | +$349K | 1.03% | 20 |
|
|
2015
Q3 | $653K | Buy |
30,258
+5,109
| +20% | +$117K | 0.72% | 24 |
|
|
2015
Q2 | $594K | Buy |
25,149
+11,112
| +79% | +$283K | 0.61% | 26 |
|
|
2015
Q1 | $385K | Sell |
14,037
-2,994
| -18% | -$84.9K | 0.4% | 32 |
|
|
2014
Q4 | $488K | Buy |
+17,031
| New | +$460K | 0.5% | 26 |
|
Other funds holding WMT
Landmark Financial Advisors's WMT Position: Q4 2023 in Review
Landmark Financial Advisors increased its Walmart Inc (WMT) stake by 1% in Q4 2023, buying an estimated $11.1K and bringing the position to 21,165 shares worth $1.11M. The position accounts for 0.4% of the portfolio, ranked #35.
Landmark Financial Advisors first reported a position in WMT in Q4 2014 and has held it in 37 quarters since. The position peaked at $1.12M in Q3 2023. 3,086 funds tracked by Wall St. Rank hold WMT as of Q4 2023.
- Landmark Financial Advisors held 21,165 shares of Walmart Inc worth $1.11M as of Q4 2023.
- Landmark Financial Advisors bought 210 Walmart Inc shares in Q4 2023, an estimated $11.1K.
- Walmart Inc made up 0.4% of Landmark Financial Advisors's portfolio in Q4 2023, its #35 holding.
- Landmark Financial Advisors first reported a position in Walmart Inc in Q4 2014 and has held it in 37 quarters since.
- Landmark Financial Advisors's Walmart Inc position peaked at $1.12M in Q3 2023.
- 3,086 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2023.
Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.