VFA
Valeo Financial Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
144,665
+1,514
| +1% | +$148K | 0.34% | 38 |
|
|
2025
Q1 | $12.6M | Sell |
143,151
-1,143
| -0.8% | -$100K | 0.35% | 37 |
|
|
2024
Q4 | $13M | Buy |
144,294
+1,120
| +0.8% | +$101K | 0.36% | 35 |
|
|
2024
Q3 | $11.6M | Sell |
143,174
-612
| -0.4% | -$49.4K | 0.33% | 39 |
|
|
2024
Q2 | $9.74M | Buy |
143,786
+397
| +0.3% | +$26.9K | 0.3% | 41 |
|
|
2024
Q1 | $8.58M | Buy |
143,389
+98,004
| +216% | +$5.87M | 0.31% | 43 |
|
|
2023
Q4 | $7.15M | Sell |
45,385
-346
| -0.8% | -$54.5K | 0.29% | 49 |
|
|
2023
Q3 | $7.31M | Buy |
45,731
+1,825
| +4% | +$292K | 0.33% | 41 |
|
|
2023
Q2 | $6.9M | Buy |
43,906
+1,348
| +3% | +$212K | 0.32% | 45 |
|
|
2023
Q1 | $6.28M | Buy |
42,558
+1,931
| +5% | +$285K | 0.3% | 49 |
|
|
2022
Q4 | $5.76M | Buy |
40,627
+3,137
| +8% | +$445K | 0.32% | 48 |
|
|
2022
Q3 | $4.86M | Buy |
37,490
+1,651
| +5% | +$214K | 0.31% | 50 |
|
|
2022
Q2 | $4.36M | Sell |
35,839
-2,349
| -6% | -$286K | 0.27% | 58 |
|
|
2022
Q1 | $5.69M | Buy |
38,188
+4,866
| +15% | +$725K | 0.29% | 54 |
|
|
2021
Q4 | $4.82M | Sell |
33,322
-690
| -2% | -$99.8K | 0.26% | 59 |
|
|
2021
Q3 | $4.74M | Buy |
34,012
+959
| +3% | +$134K | 0.27% | 55 |
|
|
2021
Q2 | $4.66M | Buy |
33,053
+73
| +0.2% | +$10.3K | 0.28% | 56 |
|
|
2021
Q1 | $4.48M | Buy |
32,980
+6,027
| +22% | +$819K | 0.21% | 63 |
|
|
2020
Q4 | $3.89M | Sell |
26,953
-1,899
| -7% | -$274K | 0.2% | 63 |
|
|
2020
Q3 | $4.04M | Sell |
28,852
-295
| -1% | -$41.3K | 0.35% | 44 |
|
|
2020
Q2 | $3.49M | Sell |
29,147
-1,396
| -5% | -$167K | 0.32% | 46 |
|
|
2020
Q1 | $3.72M | Sell |
30,543
-3,876
| -11% | -$472K | 0.4% | 39 |
|
|
2019
Q4 | $4.09M | Sell |
34,419
-304
| -0.9% | -$36.1K | 0.4% | 43 |
|
|
2019
Q3 | $4.12M | Sell |
34,723
-1,878
| -5% | -$223K | 0.46% | 38 |
|
|
2019
Q2 | $4.04M | Sell |
36,601
-1,107
| -3% | -$122K | 0.46% | 38 |
|
|
2019
Q1 | $3.68M | Buy |
37,708
+2,710
| +8% | +$264K | 0.45% | 40 |
|
|
2018
Q4 | $3.26M | Buy |
34,998
+4,901
| +16% | +$457K | 0.46% | 39 |
|
|
2018
Q3 | $3.02M | Buy |
30,097
+4,225
| +16% | +$424K | 0.41% | 46 |
|
|
2018
Q2 | $2.32M | Buy |
25,872
+13,396
| +107% | +$1.2M | 0.33% | 57 |
|
|
2018
Q1 | $1.11M | Buy |
12,476
+2,816
| +29% | +$251K | 0.18% | 97 |
|
|
2017
Q4 | $954K | Sell |
9,660
-332
| -3% | -$32.8K | 0.16% | 105 |
|
|
2017
Q3 | $781K | Buy |
+9,992
| New | +$781K | 0.18% | 102 |
|