Landmark Financial Advisors’s Walmart Inc. Common Stock 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 |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.07M | Hold |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $892K | Buy |
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|
2022
Q2 | $833K | Sell |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $883K | Sell |
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|
2021
Q2 | $932K | Buy |
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|
2021
Q1 | $883K | Sell |
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|
2020
Q4 | $964K | Buy |
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|
2020
Q3 | $922K | Sell |
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|
2020
Q2 | $835K | Sell |
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|
2020
Q1 | $910K | Sell |
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|
2019
Q4 | $817K | Buy |
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|
2019
Q3 | $774K | Hold |
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|
2019
Q2 | $720K | Buy |
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|
2019
Q1 | $636K | Sell |
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|
2018
Q4 | $613K | Hold |
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|
2018
Q3 | $618K | Buy |
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|
2018
Q2 | $563K | Buy |
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|
2018
Q1 | $585K | Buy |
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|
2017
Q4 | $649K | Hold |
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|
2017
Q3 | $514K | Sell |
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|
2017
Q2 | $550K | Sell |
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|
2017
Q1 | $588K | Sell |
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|
2016
Q4 | $778K | Sell |
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|
2016
Q3 | $834K | Sell |
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|
2016
Q2 | $989K | Sell |
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|
2016
Q1 | $1.09M | Buy |
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|
2015
Q4 | $973K | Buy |
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|
2015
Q3 | $653K | Buy |
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|
2015
Q2 | $594K | Buy |
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|
2015
Q1 | $385K | Sell |
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|
2014
Q4 | $488K | Buy |
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