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LVZ Inc’s Walmart WMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$921K Buy
9,420
+7
+0.1% +$684 0.11% 56
2025
Q1
$826K Buy
9,413
+585
+7% +$51.4K 0.11% 58
2024
Q4
$798K Buy
8,828
+827
+10% +$74.7K 0.1% 54
2024
Q3
$646K Buy
8,001
+177
+2% +$14.3K 0.08% 57
2024
Q2
$530K Buy
7,824
+143
+2% +$9.68K 0.07% 64
2024
Q1
$462K Buy
7,681
+5,051
+192% +$304K 0.06% 74
2023
Q4
$415K Buy
2,630
+139
+6% +$21.9K 0.06% 80
2023
Q3
$398K Sell
2,491
-555
-18% -$88.8K 0.06% 66
2023
Q2
$479K Sell
3,046
-64
-2% -$10.1K 0.07% 76
2023
Q1
$459K Buy
3,110
+210
+7% +$31K 0.07% 77
2022
Q4
$411K Buy
2,900
+439
+18% +$62.2K 0.06% 81
2022
Q3
$319K Sell
2,461
-2
-0.1% -$259 0.06% 79
2022
Q2
$299K Buy
2,463
+212
+9% +$25.7K 0.05% 83
2022
Q1
$335K Sell
2,251
-22
-1% -$3.27K 0.05% 79
2021
Q4
$329K Buy
2,273
+255
+13% +$36.9K 0.04% 79
2021
Q3
$281K Buy
2,018
+96
+5% +$13.4K 0.04% 80
2021
Q2
$271K Buy
1,922
+133
+7% +$18.8K 0.04% 86
2021
Q1
$243K Sell
1,789
-9
-0.5% -$1.22K 0.04% 93
2020
Q4
$259K Buy
+1,798
New +$259K 0.04% 82
2020
Q1
Sell
-1,742
Closed -$207K 93
2019
Q4
$207K Buy
+1,742
New +$207K 0.04% 86