LWA
Lineweaver Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
23,839
+3,993
| +20% | +$390K | 0.37% | 52 |
|
|
2025
Q1 | $1.74M | Buy |
19,846
+2,887
| +17% | +$253K | 0.3% | 69 |
|
|
2024
Q4 | $1.53M | Sell |
16,959
-132
| -0.8% | -$11.9K | 0.28% | 69 |
|
|
2024
Q3 | $1.38M | Buy |
17,091
+176
| +1% | +$14.2K | 0.26% | 72 |
|
|
2024
Q2 | $1.15M | Sell |
16,915
-808
| -5% | -$54.7K | 0.24% | 76 |
|
|
2024
Q1 | $1.07M | Buy |
17,723
+11,665
| +193% | +$702K | 0.25% | 77 |
|
|
2023
Q4 | $955K | Sell |
6,058
-5,082
| -46% | -$801K | 0.25% | 77 |
|
|
2023
Q3 | $1.78M | Sell |
11,140
-3,532
| -24% | -$565K | 0.52% | 40 |
|
|
2023
Q2 | $2.31M | Sell |
14,672
-21
| -0.1% | -$3.3K | 0.66% | 32 |
|
|
2023
Q1 | $2.17M | Buy |
14,693
+505
| +4% | +$74.5K | 0.67% | 33 |
|
|
2022
Q4 | $2.01M | Sell |
14,188
-636
| -4% | -$90.2K | 0.61% | 38 |
|
|
2022
Q3 | $1.92M | Buy |
14,824
+1,072
| +8% | +$139K | 0.62% | 31 |
|
|
2022
Q2 | $1.67M | Buy |
13,752
+1,403
| +11% | +$171K | 0.55% | 37 |
|
|
2022
Q1 | $1.84M | Sell |
12,349
-2,651
| -18% | -$395K | 0.53% | 38 |
|
|
2021
Q4 | $2.17M | Buy |
15,000
+5,210
| +53% | +$754K | 0.63% | 28 |
|
|
2021
Q3 | $1.36M | Buy |
9,790
+1,336
| +16% | +$186K | 0.42% | 43 |
|
|
2021
Q2 | $1.19M | Buy |
8,454
+803
| +10% | +$113K | 0.39% | 44 |
|
|
2021
Q1 | $1.04M | Buy |
7,651
+1,901
| +33% | +$258K | 0.37% | 42 |
|
|
2020
Q4 | $828K | Buy |
5,750
+1,729
| +43% | +$249K | 0.32% | 38 |
|
|
2020
Q3 | $562K | Buy |
4,021
+1,167
| +41% | +$163K | 0.25% | 47 |
|
|
2020
Q2 | $341K | Buy |
2,854
+550
| +24% | +$65.7K | 0.17% | 57 |
|
|
2020
Q1 | $270K | Buy |
+2,304
| New | +$270K | 0.17% | 61 |
|