Lauterbach Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
5,887
+2
| +0% | +$196 | 0.32% | 42 |
|
|
2025
Q1 | $517K | Buy |
5,885
+106
| +2% | +$9.31K | 0.32% | 44 |
|
|
2024
Q4 | $522K | Hold |
5,779
| – | – | 0.32% | 39 |
|
|
2024
Q3 | $467K | Buy |
5,779
+1
| +0% | +$81 | 0.28% | 42 |
|
|
2024
Q2 | $396K | Buy |
5,778
+2
| +0% | +$137 | 0.26% | 41 |
|
|
2024
Q1 | $348K | Buy |
5,776
+1
| +0% | +$60 | 0.23% | 42 |
|
|
2023
Q4 | $303K | Hold |
5,775
| – | – | 0.21% | 44 |
|
|
2023
Q3 | $308K | Hold |
5,775
| – | – | 0.24% | 39 |
|
|
2023
Q2 | $302K | Hold |
5,775
| – | – | 0.23% | 41 |
|
|
2023
Q1 | $284K | Hold |
5,775
| – | – | 0.23% | 44 |
|
|
2022
Q4 | $273K | Hold |
5,775
| – | – | 0.24% | 43 |
|
|
2022
Q3 | $250K | Hold |
5,775
| – | – | 0.25% | 41 |
|
|
2022
Q2 | $234K | Hold |
5,775
| – | – | 0.22% | 43 |
|
|
2022
Q1 | $287K | Hold |
5,775
| – | – | 0.26% | 36 |
|
|
2021
Q4 | $278K | Buy |
+5,775
| New | +$278K | 0.25% | 37 |
|