LWANC
Laurel Wealth Advisors (North Carolina)’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117M | Buy |
11,486,374
+11,368,549
| +9,649% | +$116M | 1.68% | 18 |
|
|
2025
Q1 | $10.3M | Sell |
117,825
-2,333
| -2% | -$205K | 1.62% | 16 |
|
|
2024
Q4 | $10.9M | Sell |
120,158
-2,000
| -2% | -$181K | 1.7% | 16 |
|
|
2024
Q3 | $9.86M | Buy |
122,158
+93
| +0.1% | +$7.51K | 1.57% | 16 |
|
|
2024
Q2 | $8.27M | Sell |
122,065
-5,825
| -5% | -$394K | 1.43% | 16 |
|
|
2024
Q1 | $7.7M | Buy |
127,890
+85,623
| +203% | +$5.15M | 1.31% | 19 |
|
|
2023
Q4 | $6.66M | Buy |
42,267
+475
| +1% | +$74.9K | 1.26% | 22 |
|
|
2023
Q3 | $6.68M | Sell |
41,792
-2,083
| -5% | -$333K | 1.41% | 19 |
|
|
2023
Q2 | $6.9M | Sell |
43,875
-281
| -0.6% | -$44.2K | 1.38% | 18 |
|
|
2023
Q1 | $6.51M | Buy |
44,156
+2,010
| +5% | +$296K | 1.38% | 18 |
|
|
2022
Q4 | $5.98M | Buy |
42,146
+681
| +2% | +$96.6K | 1.35% | 19 |
|
|
2022
Q3 | $5.38M | Buy |
41,465
+293
| +0.7% | +$38K | 1.34% | 19 |
|
|
2022
Q2 | $5.01M | Buy |
41,172
+470
| +1% | +$57.1K | 1.21% | 21 |
|
|
2022
Q1 | $6.06M | Buy |
40,702
+362
| +0.9% | +$53.9K | 1.27% | 23 |
|
|
2021
Q4 | $5.84M | Buy |
40,340
+636
| +2% | +$92K | 1.2% | 23 |
|
|
2021
Q3 | $5.53M | Sell |
39,704
-860
| -2% | -$120K | 1.22% | 19 |
|
|
2021
Q2 | $5.72M | Buy |
40,564
+202
| +0.5% | +$28.5K | 1.23% | 21 |
|
|
2021
Q1 | $5.48M | Buy |
40,362
+552
| +1% | +$75K | 1.33% | 19 |
|
|
2020
Q4 | $5.74M | Buy |
39,810
+1,116
| +3% | +$161K | 1.49% | 18 |
|
|
2020
Q3 | $5.41M | Sell |
38,694
-348
| -0.9% | -$48.7K | 1.62% | 16 |
|
|
2020
Q2 | $4.68M | Sell |
39,042
-72
| -0.2% | -$8.62K | 1.54% | 16 |
|
|
2020
Q1 | $4.44M | Buy |
39,114
+652
| +2% | +$74.1K | 1.67% | 14 |
|
|
2019
Q4 | $4.57M | Sell |
38,462
-450
| -1% | -$53.5K | 1.44% | 17 |
|
|
2019
Q3 | $4.62M | Sell |
38,912
-890
| -2% | -$106K | 1.58% | 16 |
|
|
2019
Q2 | $4.4M | Sell |
39,802
-65
| -0.2% | -$7.18K | 1.55% | 17 |
|
|
2019
Q1 | $3.89M | Buy |
39,867
+476
| +1% | +$46.4K | 1.43% | 16 |
|
|
2018
Q4 | $3.67M | Buy |
+39,391
| New | +$3.67M | 1.47% | 17 |
|