Lido Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.9M | Buy |
714,462
+155,995
| +28% | +$15.3M | 0.27% | 50 |
|
|
2025
Q1 | $49.1M | Buy |
558,467
+184,424
| +49% | +$16.2M | 0.22% | 60 |
|
|
2024
Q4 | $33.9M | Sell |
374,043
-3,731
| -1% | -$338K | 0.15% | 77 |
|
|
2024
Q3 | $30.5M | Buy |
377,774
+29,072
| +8% | +$2.35M | 0.15% | 63 |
|
|
2024
Q2 | $23.6M | Buy |
348,702
+35,780
| +11% | +$2.42M | 0.13% | 77 |
|
|
2024
Q1 | $18.9M | Buy |
312,922
+207,996
| +198% | +$12.6M | 0.11% | 88 |
|
|
2023
Q4 | $16.6M | Buy |
104,926
+10,270
| +11% | +$1.62M | 0.11% | 88 |
|
|
2023
Q3 | $15.1M | Buy |
94,656
+4,582
| +5% | +$733K | 0.12% | 94 |
|
|
2023
Q2 | $14.2M | Sell |
90,074
-59,672
| -40% | -$9.38M | 0.1% | 105 |
|
|
2023
Q1 | $22.1M | Buy |
149,746
+13,637
| +10% | +$2.01M | 0.21% | 55 |
|
|
2022
Q4 | $19.3M | Buy |
136,109
+37,118
| +37% | +$5.26M | 0.24% | 49 |
|
|
2022
Q3 | $12.8M | Buy |
98,991
+8,023
| +9% | +$1.04M | 0.16% | 58 |
|
|
2022
Q2 | $11.1M | Buy |
90,968
+19,828
| +28% | +$2.41M | 0.15% | 66 |
|
|
2022
Q1 | $10.6M | Buy |
71,140
+2,736
| +4% | +$407K | 0.12% | 86 |
|
|
2021
Q4 | $9.9M | Buy |
68,404
+14,416
| +27% | +$2.09M | 0.11% | 87 |
|
|
2021
Q3 | $7.52M | Sell |
53,988
-15,516
| -22% | -$2.16M | 0.11% | 95 |
|
|
2021
Q2 | $9.8M | Buy |
69,504
+3,455
| +5% | +$487K | 0.14% | 78 |
|
|
2021
Q1 | $9.01M | Sell |
66,049
-14,097
| -18% | -$1.92M | 0.16% | 82 |
|
|
2020
Q4 | $11.6M | Buy |
80,146
+18,417
| +30% | +$2.66M | 0.24% | 46 |
|
|
2020
Q3 | $8.64M | Buy |
61,729
+8,412
| +16% | +$1.18M | 0.22% | 52 |
|
|
2020
Q2 | $6.39M | Buy |
53,317
+28,707
| +117% | +$3.44M | 0.19% | 62 |
|
|
2020
Q1 | $2.81M | Buy |
24,610
+9,152
| +59% | +$1.04M | 0.12% | 98 |
|
|
2019
Q4 | $1.84M | Buy |
15,458
+6,471
| +72% | +$772K | 0.07% | 139 |
|
|
2019
Q3 | $1.07M | Buy |
8,987
+484
| +6% | +$57.5K | 0.05% | 179 |
|
|
2019
Q2 | $939K | Buy |
8,503
+2,768
| +48% | +$306K | 0.05% | 182 |
|
|
2019
Q1 | $561K | Buy |
5,735
+794
| +16% | +$77.7K | 0.04% | 246 |
|
|
2018
Q4 | $462K | Buy |
4,941
+1,000
| +25% | +$93.5K | 0.05% | 220 |
|
|
2018
Q3 | $370K | Sell |
3,941
-831
| -17% | -$78K | 0.04% | 277 |
|
|
2018
Q2 | $408K | Sell |
4,772
-1,100
| -19% | -$94K | 0.05% | 233 |
|
|
2018
Q1 | $522K | Buy |
5,872
+2,760
| +89% | +$245K | 0.07% | 168 |
|
|
2017
Q4 | $307K | Buy |
3,112
+234
| +8% | +$23.1K | 0.04% | 212 |
|
|
2017
Q3 | $251K | Buy |
+2,878
| New | +$251K | 0.04% | 226 |
|
|
2017
Q2 | – | Sell |
-4,957
| Closed | -$377K | – | 286 |
|
|
2017
Q1 | $377K | Sell |
4,957
-5,498
| -53% | -$418K | 0.1% | 125 |
|
|
2016
Q4 | $723K | Buy |
10,455
+6,566
| +169% | +$454K | 0.18% | 57 |
|
|
2016
Q3 | $280K | Sell |
3,889
-282
| -7% | -$20.3K | 0.09% | 108 |
|
|
2016
Q2 | $305K | Buy |
+4,171
| New | +$305K | 0.09% | 108 |
|