LVW 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 | $2.26M | Sell |
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|
2025
Q2 | $2.22M | Buy |
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|
2025
Q1 | $1.9M | Sell |
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|
2024
Q4 | $2.14M | Sell |
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|
2024
Q3 | $1.99M | Sell |
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|
2024
Q2 | $1.74M | Buy |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $923K | Buy |
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|
2023
Q3 | $671K | Buy |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $406K | Buy |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $2.33M | Sell |
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|
2022
Q1 | $4.41M | Buy |
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|
2021
Q4 | $4.24M | Sell |
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|
2021
Q3 | $4.25M | Buy |
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|
2021
Q2 | $4.22M | Sell |
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|
2021
Q1 | $4.22M | Buy |
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|
2020
Q4 | $4.44M | Sell |
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|
2020
Q3 | $4.69M | Sell |
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|
2020
Q2 | $4.12M | Buy |
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|
2020
Q1 | $3.65M | Buy |
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|
2019
Q4 | $3.67M | Buy |
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|
2019
Q3 | $3.27M | Sell |
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|
2019
Q2 | $3.45M | Sell |
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|
2019
Q1 | $3.05M | Sell |
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|
2018
Q4 | $3M | Buy |
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|
2018
Q3 | $2.94M | Buy |
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|
2018
Q2 | $2.65M | Buy |
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|
2018
Q1 | $2.51M | Sell |
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|
2017
Q4 | $3.1M | Sell |
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|
2017
Q3 | $2.47M | Sell |
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|
2017
Q2 | $2.42M | Sell |
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|
2017
Q1 | $2.33M | Buy |
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|
2016
Q4 | $2.08M | Buy |
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|
2016
Q3 | $2.08M | Buy |
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|
2016
Q2 | $2.05M | Buy |
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|
2016
Q1 | $1.86M | Buy |
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