Lineweaver Wealth 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 | $2.51M | Buy |
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|
2025
Q2 | $2.33M | Buy |
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|
2025
Q1 | $1.74M | Buy |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $955K | Sell |
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|
2023
Q3 | $1.78M | Sell |
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|
2023
Q2 | $2.31M | Sell |
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|
2023
Q1 | $2.17M | Buy |
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|
2022
Q4 | $2.01M | Sell |
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|
2022
Q3 | $1.92M | Buy |
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|
2022
Q2 | $1.67M | Buy |
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|
2022
Q1 | $1.84M | Sell |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $828K | Buy |
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|
2020
Q3 | $562K | Buy |
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|
2020
Q2 | $341K | Buy |
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|
2020
Q1 | $270K | Buy |
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