Vantage Financial Partners (Illinois)’s Walmart WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$1.42M	Sell	20,905 -200	-0.9%	-$13.5K	0.35%	48
2024 Q1	$1.27M	Buy	21,105 +300	+1%	+$18.1K	0.33%	52
2023 Q4	$1.09M	Sell	20,805 -5,400	-21%	-$284K	0.33%	52
2023 Q3	$1.4M	Sell	26,205 -1,650	-6%	-$88K	0.8%	26
2023 Q2	$1.46M	Sell	27,855 -3,000	-10%	-$157K	0.81%	27
2023 Q1	$1.52M	Sell	30,855 -1,050	-3%	-$51.6K	0.9%	22
2022 Q4	$1.51M	Sell	31,905 -450	-1%	-$21.3K	0.87%	26
2022 Q3	$1.4M	Hold	32,355	–	–	0.9%	24
2022 Q2	$1.31M	Buy	32,355 +2,400	+8%	+$97.2K	0.78%	25
2022 Q1	$1.49M	Hold	29,955	–	–	0.77%	26
2021 Q4	$1.45M	Buy	29,955 +3,000	+11%	+$145K	0.73%	24
2021 Q3	$1.25M	Buy	26,955 +1,200	+5%	+$55.7K	0.67%	31
2021 Q2	$1.21M	Buy	25,755 +1,800	+8%	+$84.6K	0.67%	30
2021 Q1	$1.09M	Buy	23,955 +150	+0.6%	+$6.79K	0.61%	32
2020 Q4	$1.14M	Buy	23,805 +15	+0.1%	+$721	0.66%	30
2020 Q3	$1.11M	Hold	23,790	–	–	0.68%	30
2020 Q2	$950K	Sell	23,790 -2,910	-11%	-$116K	0.6%	29
2020 Q1	$1.01M	Sell	26,700 -450	-2%	-$17K	0.73%	22
2019 Q4	$1.08M	Hold	27,150	–	–	0.63%	24
2019 Q3	$1.07M	Sell	27,150 -2,400	-8%	-$94.9K	0.71%	22
2019 Q2	$1.09M	Hold	29,550	–	–	0.7%	24
2019 Q1	$961K	Hold	29,550	–	–	0.63%	25
2018 Q4	$918K	Buy	29,550 +900	+3%	+$28K	0.67%	25
2018 Q3	$897K	Buy	28,650 +600	+2%	+$18.8K	0.57%	27
2018 Q2	$801K	Buy	28,050 +15,300	+120%	+$437K	0.53%	28
2018 Q1	$378K	Buy	+12,750	New	+$378K	0.26%	55