LA
Lynch & Associates’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Sell |
195,843
-6,682
| -3% | -$653K | 3.86% | 3 |
|
|
2025
Q1 | $17.8M | Sell |
202,525
-4,886
| -2% | -$429K | 3.85% | 3 |
|
|
2024
Q4 | $18.7M | Sell |
207,411
-3,850
| -2% | -$348K | 4.07% | 3 |
|
|
2024
Q3 | $17.1M | Sell |
211,261
-2,828
| -1% | -$228K | 3.61% | 4 |
|
|
2024
Q2 | $14.5M | Buy |
214,089
+3,839
| +2% | +$260K | 3.27% | 5 |
|
|
2024
Q1 | $12.7M | Buy |
210,250
+136,457
| +185% | +$8.21M | 2.92% | 8 |
|
|
2023
Q4 | $11.6M | Sell |
73,793
-390
| -0.5% | -$61.5K | 2.83% | 8 |
|
|
2023
Q3 | $11.9M | Sell |
74,183
-956
| -1% | -$153K | 3.13% | 7 |
|
|
2023
Q2 | $11.8M | Buy |
75,139
+961
| +1% | +$151K | 3.02% | 7 |
|
|
2023
Q1 | $10.9M | Sell |
74,178
-1,414
| -2% | -$208K | 2.87% | 9 |
|
|
2022
Q4 | $10.7M | Sell |
75,592
-755
| -1% | -$107K | 2.8% | 10 |
|
|
2022
Q3 | $9.9M | Sell |
76,347
-1,817
| -2% | -$236K | 2.9% | 9 |
|
|
2022
Q2 | $9.5M | Buy |
78,164
+538
| +0.7% | +$65.4K | 2.59% | 11 |
|
|
2022
Q1 | $11.6M | Buy |
77,626
+347
| +0.4% | +$51.7K | 2.8% | 8 |
|
|
2021
Q4 | $11.2M | Buy |
77,279
+368
| +0.5% | +$53.2K | 2.64% | 9 |
|
|
2021
Q3 | $10.7M | Sell |
76,911
-459
| -0.6% | -$64K | 2.78% | 8 |
|
|
2021
Q2 | $10.9M | Buy |
77,370
+282
| +0.4% | +$39.8K | 2.8% | 8 |
|
|
2021
Q1 | $10.5M | Buy |
77,088
+2,062
| +3% | +$280K | 2.83% | 8 |
|
|
2020
Q4 | $10.8M | Sell |
75,026
-983
| -1% | -$142K | 2.95% | 7 |
|
|
2020
Q3 | $10.6M | Buy |
76,009
+448
| +0.6% | +$62.7K | 3.18% | 7 |
|
|
2020
Q2 | $9.05M | Buy |
75,561
+186
| +0.2% | +$22.3K | 2.93% | 8 |
|
|
2020
Q1 | $8.56M | Buy |
75,375
+310
| +0.4% | +$35.2K | 3.15% | 7 |
|
|
2019
Q4 | $8.92M | Sell |
75,065
-555
| -0.7% | -$66K | 2.56% | 9 |
|
|
2019
Q3 | $8.98M | Sell |
75,620
-112
| -0.1% | -$13.3K | 2.74% | 8 |
|
|
2019
Q2 | $8.37M | Buy |
75,732
+717
| +1% | +$79.2K | 2.72% | 10 |
|
|
2019
Q1 | $7.32M | Buy |
75,015
+4,315
| +6% | +$421K | 2.43% | 13 |
|
|
2018
Q4 | $6.59M | Buy |
70,700
+12,005
| +20% | +$1.12M | 2.46% | 12 |
|
|
2018
Q3 | $5.51M | Buy |
58,695
+2,533
| +5% | +$238K | 1.86% | 19 |
|
|
2018
Q2 | $4.81M | Buy |
56,162
+629
| +1% | +$53.9K | 1.74% | 22 |
|
|
2018
Q1 | $4.94M | Buy |
55,533
+23
| +0% | +$2.05K | 1.89% | 21 |
|
|
2017
Q4 | $5.48M | Buy |
55,510
+1,470
| +3% | +$145K | 2.05% | 16 |
|
|
2017
Q3 | $4.22M | Buy |
54,040
+1,161
| +2% | +$90.7K | 1.68% | 25 |
|
|
2017
Q2 | $4M | Buy |
52,879
+2,656
| +5% | +$201K | 1.58% | 24 |
|
|
2017
Q1 | $3.62M | Buy |
50,223
+1,394
| +3% | +$100K | 1.48% | 26 |
|
|
2016
Q4 | $3.38M | Buy |
48,829
+2,440
| +5% | +$169K | 1.42% | 25 |
|
|
2016
Q3 | $3.35M | Buy |
46,389
+2,025
| +5% | +$146K | 1.47% | 21 |
|
|
2016
Q2 | $3.24M | Buy |
44,364
+3,039
| +7% | +$222K | 1.45% | 23 |
|
|
2016
Q1 | $2.83M | Buy |
41,325
+8,227
| +25% | +$563K | 1.35% | 27 |
|
|
2015
Q4 | $2.03M | Sell |
33,098
-9,582
| -22% | -$587K | 1.04% | 32 |
|
|
2015
Q3 | $2.77M | Buy |
42,680
+551
| +1% | +$35.7K | 1.53% | 21 |
|
|
2015
Q2 | $2.99M | Sell |
42,129
-1,499
| -3% | -$106K | 1.56% | 21 |
|
|
2015
Q1 | $3.59M | Buy |
43,628
+2,350
| +6% | +$193K | 1.89% | 17 |
|
|
2014
Q4 | $3.55M | Buy |
41,278
+988
| +2% | +$84.9K | 1.91% | 17 |
|
|
2014
Q3 | $3.08M | Sell |
40,290
-375
| -0.9% | -$28.7K | 1.73% | 20 |
|
|
2014
Q2 | $3.05M | Buy |
40,665
+956
| +2% | +$71.8K | 1.74% | 20 |
|
|
2014
Q1 | $3.04M | Sell |
39,709
-2,725
| -6% | -$208K | 1.79% | 18 |
|
|
2013
Q4 | $3.34M | Buy |
42,434
+1,075
| +3% | +$84.6K | 1.99% | 12 |
|
|
2013
Q3 | $3.06M | Buy |
41,359
+1,100
| +3% | +$81.4K | 2.04% | 12 |
|
|
2013
Q2 | $3M | Buy |
+40,259
| New | +$3M | 2.07% | 13 |
|