SBIA
Sheaff Brock Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.65M | Buy |
53,024
+5,425
| +11% | +$476K | 0.43% | 64 |
|
|
2024
Q4 | $4.3M | Sell |
47,599
-306
| -0.6% | -$27.6K | 0.37% | 65 |
|
|
2024
Q3 | $3.87M | Sell |
47,905
-275
| -0.6% | -$22.2K | 0.34% | 67 |
|
|
2024
Q2 | $3.26M | Sell |
48,180
-13,931
| -22% | -$943K | 0.3% | 72 |
|
|
2024
Q1 | $3.74M | Buy |
62,111
+40,734
| +191% | +$2.45M | 0.24% | 72 |
|
|
2023
Q4 | $3.37M | Buy |
21,377
+65
| +0.3% | +$10.2K | 0.26% | 73 |
|
|
2023
Q3 | $3.41M | Sell |
21,312
-115
| -0.5% | -$18.4K | 0.31% | 65 |
|
|
2023
Q2 | $3.37M | Sell |
21,427
-560
| -3% | -$88K | 0.28% | 72 |
|
|
2023
Q1 | $3.24M | Buy |
21,987
+107
| +0.5% | +$15.8K | 0.3% | 71 |
|
|
2022
Q4 | $3.1M | Buy |
21,880
+400
| +2% | +$56.7K | 0.31% | 67 |
|
|
2022
Q3 | $2.79M | Sell |
21,480
-21,364
| -50% | -$2.77M | 0.3% | 71 |
|
|
2022
Q2 | $5.21M | Buy |
42,844
+20,788
| +94% | +$2.53M | 0.43% | 47 |
|
|
2022
Q1 | $3.28M | Sell |
22,056
-2,100
| -9% | -$313K | 0.23% | 71 |
|
|
2021
Q4 | $3.5M | Sell |
24,156
-24,506
| -50% | -$3.55M | 0.23% | 73 |
|
|
2021
Q3 | $6.78M | Sell |
48,662
-7,580
| -13% | -$1.06M | 0.5% | 33 |
|
|
2021
Q2 | $7.93M | Sell |
56,242
-21,020
| -27% | -$2.96M | 0.57% | 24 |
|
|
2021
Q1 | $10.5M | Buy |
77,262
+5,775
| +8% | +$784K | 0.83% | 10 |
|
|
2020
Q4 | $10.3M | Buy |
71,487
+24,984
| +54% | +$3.6M | 0.86% | 9 |
|
|
2020
Q3 | $6.51M | Buy |
46,503
+27,498
| +145% | +$3.85M | 0.6% | 23 |
|
|
2020
Q2 | $2.28M | Sell |
19,005
-21,346
| -53% | -$2.56M | 0.23% | 74 |
|
|
2020
Q1 | $4.59M | Sell |
40,351
-3,594
| -8% | -$408K | 0.61% | 29 |
|
|
2019
Q4 | $5.22M | Buy |
43,945
+23,675
| +117% | +$2.81M | 0.51% | 41 |
|
|
2019
Q3 | $2.41M | Sell |
20,270
-27,413
| -57% | -$3.25M | 0.26% | 68 |
|
|
2019
Q2 | $5.27M | Buy |
47,683
+23,975
| +101% | +$2.65M | 0.57% | 33 |
|
|
2019
Q1 | $2.31M | Sell |
23,708
-16,769
| -41% | -$1.64M | 0.28% | 73 |
|
|
2018
Q4 | $3.77M | Sell |
40,477
-8,988
| -18% | -$837K | 0.59% | 47 |
|
|
2018
Q3 | $4.65M | Sell |
49,465
-58,854
| -54% | -$5.53M | 0.44% | 46 |
|
|
2018
Q2 | $9.28M | Buy |
108,319
+3,269
| +3% | +$280K | 0.91% | 13 |
|
|
2018
Q1 | $9.35M | Sell |
105,050
-8,346
| -7% | -$743K | 0.97% | 13 |
|
|
2017
Q4 | $11.2M | Buy |
113,396
+12,061
| +12% | +$1.19M | 1.45% | 9 |
|
|
2017
Q3 | $7.92M | Buy |
101,335
+985
| +1% | +$77K | 1.04% | 19 |
|
|
2017
Q2 | $7.59M | Buy |
100,350
+1,518
| +2% | +$115K | 1% | 17 |
|
|
2017
Q1 | $7.12M | Sell |
98,832
-12,813
| -11% | -$924K | 0.93% | 19 |
|
|
2016
Q4 | $7.72M | Buy |
111,645
+80,117
| +254% | +$5.54M | 0.98% | 19 |
|
|
2016
Q3 | $2.27M | Buy |
31,528
+767
| +2% | +$55.3K | 0.3% | 72 |
|
|
2016
Q2 | $2.25M | Sell |
30,761
-4,009
| -12% | -$293K | 0.29% | 76 |
|
|
2016
Q1 | $2.38M | Buy |
34,770
+1,803
| +5% | +$124K | 0.29% | 71 |
|
|
2015
Q4 | $2.02M | Buy |
+32,967
| New | +$2.02M | 0.23% | 109 |
|