LBMC Investment Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $952K | Hold |
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|
2025
Q2 | $903K | Buy |
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|
2025
Q1 | $811K | Hold |
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|
2024
Q4 | $834K | Buy |
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|
2024
Q3 | $685K | Buy |
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|
2024
Q2 | $563K | Buy |
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|
2024
Q1 | $500K | Buy |
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|
2023
Q4 | $437K | Sell |
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|
2023
Q3 | $449K | Hold |
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|
2023
Q2 | $444K | Sell |
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|
2023
Q1 | $421K | Buy |
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|
2022
Q4 | $400K | Hold |
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|
2022
Q3 | $366K | Sell |
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|
2022
Q2 | $349K | Buy |
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|
2022
Q1 | $427K | Sell |
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|
2021
Q4 | $432K | Buy |
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|
2021
Q3 | $444 | Sell |
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|
2021
Q2 | $449K | Buy |
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|
2021
Q1 | $237K | Buy |
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|
2020
Q4 | $229K | Buy |
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|
2020
Q3 | $207K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $208K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $207K | Sell |
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|
2016
Q2 | $265K | Buy |
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|
2016
Q1 | $240K | Buy |
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|
2015
Q4 | $214K | Hold |
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|
2015
Q3 | $226K | Buy |
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|
2015
Q2 | $242K | Buy |
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|
2015
Q1 | $279K | Hold |
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|
2014
Q4 | $291K | Buy |
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|
2014
Q3 | $248K | Buy |
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|
2014
Q2 | $239K | Sell |
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|
2014
Q1 | $244K | Hold |
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|
2013
Q4 | $251K | Hold |
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|
2013
Q3 | $236K | Hold |
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|
2013
Q2 | $238K | Buy |
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