RDFA
Ritter Daniher Financial Advisory’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
2,247
+780
| +53% | +$76.3K | 0.05% | 89 |
|
|
2025
Q1 | $129K | Hold |
1,467
| – | – | 0.04% | 108 |
|
|
2024
Q4 | $133K | Hold |
1,467
| – | – | 0.04% | 104 |
|
|
2024
Q3 | $118K | Hold |
1,467
| – | – | 0.03% | 109 |
|
|
2024
Q2 | $99.3K | Sell |
1,467
-51
| -3% | -$3.45K | 0.03% | 111 |
|
|
2024
Q1 | $91.3K | Buy |
1,518
+1,012
| +200% | +$60.9K | 0.03% | 115 |
|
|
2023
Q4 | $79.8K | Hold |
506
| – | – | 0.03% | 119 |
|
|
2023
Q3 | $80.9K | Hold |
506
| – | – | 0.03% | 116 |
|
|
2023
Q2 | $79.5K | Buy |
506
+35
| +7% | +$5.5K | 0.03% | 114 |
|
|
2023
Q1 | $69.4K | Hold |
471
| – | – | 0.03% | 117 |
|
|
2022
Q4 | $66.8K | Buy |
471
+1
| +0.2% | +$142 | 0.03% | 128 |
|
|
2022
Q3 | $61K | Hold |
470
| – | – | 0.04% | 110 |
|
|
2022
Q2 | $57K | Hold |
470
| – | – | 0.04% | 106 |
|
|
2022
Q1 | $70K | Hold |
470
| – | – | 0.05% | 99 |
|
|
2021
Q4 | $68K | Buy |
470
+320
| +213% | +$46.3K | 0.05% | 98 |
|
|
2021
Q3 | $21K | Hold |
150
| – | – | 0.02% | 136 |
|
|
2021
Q2 | $21K | Hold |
150
| – | – | 0.02% | 129 |
|
|
2021
Q1 | $20K | Hold |
150
| – | – | 0.02% | 122 |
|
|
2020
Q4 | $22K | Buy |
+150
| New | +$22K | 0.02% | 116 |
|