TFA
Toth Financial Advisory’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
128,687
-3,029
| -2% | -$296K | 1.47% | 15 |
|
|
2025
Q1 | $11.6M | Sell |
131,716
-6,392
| -5% | -$561K | 1.39% | 17 |
|
|
2024
Q4 | $12.5M | Sell |
138,108
-1,877
| -1% | -$170K | 1.47% | 16 |
|
|
2024
Q3 | $11.3M | Sell |
139,985
-4,733
| -3% | -$382K | 1.33% | 18 |
|
|
2024
Q2 | $9.8M | Sell |
144,718
-2,731
| -2% | -$185K | 1.25% | 20 |
|
|
2024
Q1 | $8.87M | Buy |
147,449
+98,500
| +201% | +$5.93M | 1.11% | 29 |
|
|
2023
Q4 | $7.72M | Sell |
48,949
-254
| -0.5% | -$40K | 1.05% | 34 |
|
|
2023
Q3 | $7.87M | Sell |
49,203
-3,850
| -7% | -$616K | 1.2% | 25 |
|
|
2023
Q2 | $8.34M | Buy |
53,053
+2,185
| +4% | +$343K | 1.21% | 25 |
|
|
2023
Q1 | $7.5M | Buy |
50,868
+2,237
| +5% | +$330K | 1.17% | 28 |
|
|
2022
Q4 | $6.9M | Buy |
48,631
+439
| +0.9% | +$62.2K | 1.12% | 32 |
|
|
2022
Q3 | $6.25M | Sell |
48,192
-269
| -0.6% | -$34.9K | 1.13% | 30 |
|
|
2022
Q2 | $5.89M | Buy |
48,461
+1,090
| +2% | +$133K | 1.03% | 36 |
|
|
2022
Q1 | $7.06M | Buy |
47,371
+1,498
| +3% | +$223K | 1.05% | 30 |
|
|
2021
Q4 | $6.64M | Buy |
45,873
+1,473
| +3% | +$213K | 0.9% | 40 |
|
|
2021
Q3 | $6.19M | Buy |
44,400
+177
| +0.4% | +$24.7K | 0.94% | 40 |
|
|
2021
Q2 | $6.24M | Buy |
44,223
+103
| +0.2% | +$14.5K | 0.95% | 39 |
|
|
2021
Q1 | $5.99M | Sell |
44,120
-5
| -0% | -$679 | 0.96% | 35 |
|
|
2020
Q4 | $6.36M | Sell |
44,125
-826
| -2% | -$119K | 1.09% | 29 |
|
|
2020
Q3 | $6.29M | Buy |
44,951
+1,592
| +4% | +$223K | 1.21% | 27 |
|
|
2020
Q2 | $5.19M | Buy |
43,359
+3,233
| +8% | +$387K | 1.12% | 33 |
|
|
2020
Q1 | $4.56M | Sell |
40,126
-803
| -2% | -$91.2K | 1.32% | 23 |
|
|
2019
Q4 | $4.86M | Sell |
40,929
-872
| -2% | -$104K | 0.99% | 40 |
|
|
2019
Q3 | $4.96M | Sell |
41,801
-955
| -2% | -$113K | 1.09% | 37 |
|
|
2019
Q2 | $4.72M | Sell |
42,756
-218
| -0.5% | -$24.1K | 1.06% | 35 |
|
|
2019
Q1 | $4.19M | Sell |
42,974
-6
| -0% | -$585 | 0.98% | 40 |
|
|
2018
Q4 | $4M | Sell |
42,980
-144
| -0.3% | -$13.4K | 1.09% | 37 |
|
|
2018
Q3 | $4.05M | Sell |
43,124
-660
| -2% | -$62K | 0.9% | 44 |
|
|
2018
Q2 | $3.75M | Buy |
43,784
+813
| +2% | +$69.6K | 0.88% | 44 |
|
|
2018
Q1 | $3.82M | Sell |
42,971
-2,353
| -5% | -$209K | 0.93% | 42 |
|
|
2017
Q4 | $4.48M | Sell |
45,324
-320
| -0.7% | -$31.6K | 1.06% | 38 |
|
|
2017
Q3 | $3.57M | Buy |
45,644
+4,009
| +10% | +$313K | 0.9% | 46 |
|
|
2017
Q2 | $3.15M | Buy |
41,635
+6,668
| +19% | +$505K | 0.82% | 52 |
|
|
2017
Q1 | $2.52M | Sell |
34,967
-314
| -0.9% | -$22.6K | 0.67% | 58 |
|
|
2016
Q4 | $2.44M | Buy |
35,281
+396
| +1% | +$27.4K | 0.7% | 56 |
|
|
2016
Q3 | $2.52M | Sell |
34,885
-432
| -1% | -$31.2K | 0.74% | 54 |
|
|
2016
Q2 | $2.58M | Sell |
35,317
-2,669
| -7% | -$195K | 0.79% | 52 |
|
|
2016
Q1 | $2.6M | Sell |
37,986
-1,712
| -4% | -$117K | 0.85% | 50 |
|
|
2015
Q4 | $2.43M | Sell |
39,698
-2,748
| -6% | -$168K | 0.81% | 51 |
|
|
2015
Q3 | $2.75M | Sell |
42,446
-13,838
| -25% | -$897K | 1.01% | 44 |
|
|
2015
Q2 | $3.99M | Sell |
56,284
-12,942
| -19% | -$918K | 1.33% | 33 |
|
|
2015
Q1 | $5.69M | Sell |
69,226
-874
| -1% | -$71.9K | 1.91% | 16 |
|
|
2014
Q4 | $6.02M | Buy |
70,100
+2,579
| +4% | +$221K | 2.09% | 14 |
|
|
2014
Q3 | $5.16M | Sell |
67,521
-258
| -0.4% | -$19.7K | 1.95% | 18 |
|
|
2014
Q2 | $5.09M | Buy |
67,779
+3,726
| +6% | +$280K | 1.93% | 16 |
|
|
2014
Q1 | $4.9M | Buy |
64,053
+851
| +1% | +$65K | 1.98% | 14 |
|
|
2013
Q4 | $4.97M | Buy |
63,202
+620
| +1% | +$48.8K | 2.11% | 12 |
|
|
2013
Q3 | $4.63M | Buy |
62,582
+2,107
| +3% | +$156K | 2.17% | 13 |
|
|
2013
Q2 | $4.51M | Buy |
+60,475
| New | +$4.51M | 2.22% | 12 |
|