LWA
Lowe Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.4K | Hold |
915
| – | – | 0.03% | 101 |
|
|
2025
Q1 | $80.3K | Sell |
915
-103
| -10% | -$9.04K | 0.03% | 102 |
|
|
2024
Q4 | $92K | Buy |
1,018
+121
| +13% | +$10.9K | 0.04% | 91 |
|
|
2024
Q3 | $72.4K | Buy |
897
+165
| +23% | +$13.3K | 0.03% | 99 |
|
|
2024
Q2 | $49.5K | Hold |
732
| – | – | 0.02% | 120 |
|
|
2024
Q1 | $44K | Buy |
732
+488
| +200% | +$29.4K | 0.02% | 124 |
|
|
2023
Q4 | $38.5K | Hold |
244
| – | – | 0.02% | 131 |
|
|
2023
Q3 | $39K | Sell |
244
-40
| -14% | -$6.4K | 0.02% | 120 |
|
|
2023
Q2 | $44.6K | Hold |
284
| – | – | 0.02% | 117 |
|
|
2023
Q1 | $41.9K | Sell |
284
-50
| -15% | -$7.37K | 0.02% | 113 |
|
|
2022
Q4 | $47.3K | Buy |
334
+100
| +43% | +$14.2K | 0.03% | 107 |
|
|
2022
Q3 | $30K | Sell |
234
-104
| -31% | -$13.3K | 0.02% | 127 |
|
|
2022
Q2 | $41K | Buy |
338
+3
| +0.9% | +$364 | 0.02% | 102 |
|
|
2022
Q1 | $50K | Buy |
335
+1
| +0.3% | +$149 | 0.02% | 104 |
|
|
2021
Q4 | $48K | Hold |
334
| – | – | 0.02% | 102 |
|
|
2021
Q3 | $47K | Buy |
334
+1
| +0.3% | +$141 | 0.02% | 95 |
|
|
2021
Q2 | $47K | Buy |
333
+2
| +0.6% | +$282 | 0.02% | 96 |
|
|
2021
Q1 | $45K | Sell |
331
-119
| -26% | -$16.2K | 0.02% | 91 |
|
|
2020
Q4 | $65K | Hold |
450
| – | – | 0.03% | 68 |
|
|
2020
Q3 | $63K | Sell |
450
-42
| -9% | -$5.88K | 0.04% | 61 |
|
|
2020
Q2 | $59K | Buy |
492
+3
| +0.6% | +$360 | 0.03% | 63 |
|
|
2020
Q1 | $56K | Buy |
489
+1
| +0.2% | +$115 | 0.04% | 52 |
|
|
2019
Q4 | $58K | Hold |
488
| – | – | 0.03% | 61 |
|
|
2019
Q3 | $58K | Buy |
488
+102
| +26% | +$12.1K | 0.03% | 57 |
|
|
2019
Q2 | $43K | Buy |
386
+4
| +1% | +$446 | 0.03% | 68 |
|
|
2019
Q1 | $37K | Buy |
382
+2
| +0.5% | +$194 | 0.02% | 73 |
|
|
2018
Q4 | $35K | Hold |
380
| – | – | 0.02% | 70 |
|
|
2018
Q3 | $36K | Buy |
380
+1
| +0.3% | +$95 | 0.02% | 82 |
|
|
2018
Q2 | $32K | Buy |
379
+5
| +1% | +$422 | 0.02% | 85 |
|
|
2018
Q1 | $33K | Buy |
374
+1
| +0.3% | +$88 | 0.02% | 86 |
|
|
2017
Q4 | $37K | Hold |
373
| – | – | 0.02% | 78 |
|
|
2017
Q3 | $29K | Buy |
373
+2
| +0.5% | +$155 | 0.02% | 91 |
|
|
2017
Q2 | $28K | Buy |
371
+5
| +1% | +$377 | 0.02% | 83 |
|
|
2017
Q1 | $26K | Sell |
366
-98
| -21% | -$6.96K | 0.02% | 84 |
|
|
2016
Q4 | $32K | Buy |
464
+100
| +27% | +$6.9K | 0.02% | 75 |
|
|
2016
Q3 | $26K | Buy |
364
+2
| +0.6% | +$143 | 0.02% | 86 |
|
|
2016
Q2 | $26K | Buy |
362
+5
| +1% | +$359 | 0.02% | 80 |
|
|
2016
Q1 | $24K | Buy |
357
+3
| +0.8% | +$202 | 0.02% | 86 |
|
|
2015
Q4 | $22K | Buy |
354
+40
| +13% | +$2.49K | 0.02% | 82 |
|
|
2015
Q3 | $20K | Buy |
314
+2
| +0.6% | +$127 | 0.02% | 85 |
|
|
2015
Q2 | $22K | Buy |
312
+4
| +1% | +$282 | 0.01% | 98 |
|
|
2015
Q1 | $25K | Buy |
308
+1
| +0.3% | +$81 | 0.02% | 92 |
|
|
2014
Q4 | $26K | Buy |
+307
| New | +$26K | 0.02% | 92 |
|