LIA
LBMC Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Buy |
9,234
+1
| +0% | +$98 | 0.06% | 94 |
|
|
2025
Q1 | $811K | Hold |
9,233
| – | – | 0.06% | 88 |
|
|
2024
Q4 | $834K | Buy |
9,233
+750
| +9% | +$67.8K | 0.07% | 87 |
|
|
2024
Q3 | $685K | Buy |
8,483
+171
| +2% | +$13.8K | 0.05% | 94 |
|
|
2024
Q2 | $563K | Buy |
8,312
+1
| +0% | +$68 | 0.05% | 100 |
|
|
2024
Q1 | $500K | Buy |
8,311
+5,541
| +200% | +$333K | 0.04% | 103 |
|
|
2023
Q4 | $437K | Sell |
2,770
-53
| -2% | -$8.36K | 0.04% | 103 |
|
|
2023
Q3 | $449K | Hold |
2,823
| – | – | 0.05% | 98 |
|
|
2023
Q2 | $444K | Sell |
2,823
-31
| -1% | -$4.87K | 0.04% | 104 |
|
|
2023
Q1 | $421K | Buy |
2,854
+31
| +1% | +$4.57K | 0.04% | 104 |
|
|
2022
Q4 | $400K | Hold |
2,823
| – | – | 0.04% | 106 |
|
|
2022
Q3 | $366K | Sell |
2,823
-46
| -2% | -$5.96K | 0.04% | 103 |
|
|
2022
Q2 | $349K | Buy |
2,869
+2
| +0.1% | +$243 | 0.04% | 102 |
|
|
2022
Q1 | $427K | Sell |
2,867
-120
| -4% | -$17.9K | 0.04% | 100 |
|
|
2021
Q4 | $432K | Buy |
2,987
+60
| +2% | +$8.68K | 0.04% | 106 |
|
|
2021
Q3 | $444 | Sell |
2,927
-259
| -8% | -$39 | 0.04% | 95 |
|
|
2021
Q2 | $449K | Buy |
3,186
+1,438
| +82% | +$203K | 0.04% | 94 |
|
|
2021
Q1 | $237K | Buy |
1,748
+161
| +10% | +$21.8K | 0.03% | 122 |
|
|
2020
Q4 | $229K | Buy |
1,587
+110
| +7% | +$15.9K | 0.03% | 117 |
|
|
2020
Q3 | $207K | Buy |
+1,477
| New | +$207K | 0.03% | 114 |
|
|
2017
Q2 | – | Sell |
-2,885
| Closed | -$208K | – | 79 |
|
|
2017
Q1 | $208K | Buy |
+2,885
| New | +$208K | 0.04% | 75 |
|
|
2016
Q4 | – | Sell |
-2,872
| Closed | -$207K | – | 75 |
|
|
2016
Q3 | $207K | Sell |
2,872
-752
| -21% | -$54.2K | 0.04% | 75 |
|
|
2016
Q2 | $265K | Buy |
3,624
+120
| +3% | +$8.78K | 0.05% | 62 |
|
|
2016
Q1 | $240K | Buy |
3,504
+15
| +0.4% | +$1.03K | 0.05% | 64 |
|
|
2015
Q4 | $214K | Hold |
3,489
| – | – | 0.05% | 61 |
|
|
2015
Q3 | $226K | Buy |
3,489
+84
| +2% | +$5.44K | 0.05% | 55 |
|
|
2015
Q2 | $242K | Buy |
3,405
+12
| +0.4% | +$853 | 0.05% | 53 |
|
|
2015
Q1 | $279K | Hold |
3,393
| – | – | 0.06% | 51 |
|
|
2014
Q4 | $291K | Buy |
3,393
+151
| +5% | +$13K | 0.07% | 51 |
|
|
2014
Q3 | $248K | Buy |
3,242
+58
| +2% | +$4.44K | 0.06% | 47 |
|
|
2014
Q2 | $239K | Sell |
3,184
-9
| -0.3% | -$676 | 0.06% | 43 |
|
|
2014
Q1 | $244K | Hold |
3,193
| – | – | 0.06% | 45 |
|
|
2013
Q4 | $251K | Hold |
3,193
| – | – | 0.07% | 44 |
|
|
2013
Q3 | $236K | Hold |
3,193
| – | – | 0.07% | 45 |
|
|
2013
Q2 | $238K | Buy |
+3,193
| New | +$238K | 0.08% | 43 |
|