VWA
Visionary Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
169,613
+4,895
| +3% | +$479K | 0.85% | 26 |
|
|
2025
Q1 | $14.5M | Buy |
164,718
+2,282
| +1% | +$200K | 0.87% | 20 |
|
|
2024
Q4 | $14.7M | Sell |
162,436
-2,070
| -1% | -$187K | 0.86% | 19 |
|
|
2024
Q3 | $13.3M | Sell |
164,506
-5,097
| -3% | -$412K | 0.81% | 22 |
|
|
2024
Q2 | $11.5M | Buy |
169,603
+111
| +0.1% | +$7.52K | 0.75% | 28 |
|
|
2024
Q1 | $10.2M | Buy |
169,492
+112,985
| +200% | -$1.75K | 0.69% | 33 |
|
|
2023
Q4 | $8.91M | Buy |
56,507
+975
| +2% | +$154K | 0.65% | 34 |
|
|
2023
Q3 | $8.88M | Buy |
55,532
+380
| +0.7% | +$60.8K | 0.72% | 31 |
|
|
2023
Q2 | $8.67M | Sell |
55,152
-27
| -0% | -$4.24K | 0.69% | 34 |
|
|
2023
Q1 | $8.14M | Sell |
55,179
-423
| -0.8% | -$62.4K | 0.69% | 37 |
|
|
2022
Q4 | $7.88M | Buy |
55,602
+1,616
| +3% | +$229K | 0.73% | 37 |
|
|
2022
Q3 | $7M | Sell |
53,986
-1,439
| -3% | -$187K | 0.73% | 36 |
|
|
2022
Q2 | $6.74M | Buy |
55,425
+716
| +1% | +$87.1K | 0.6% | 41 |
|
|
2022
Q1 | $8.15M | Sell |
54,709
-1,199
| -2% | -$179K | 0.66% | 38 |
|
|
2021
Q4 | $8.09M | Buy |
55,908
+985
| +2% | +$143K | 0.66% | 37 |
|
|
2021
Q3 | $7.66M | Buy |
54,923
+1,330
| +2% | +$185K | 0.79% | 34 |
|
|
2021
Q2 | $7.56M | Buy |
53,593
+1,030
| +2% | +$145K | 0.76% | 34 |
|
|
2021
Q1 | $7.14M | Sell |
52,563
-185
| -0.4% | -$25.1K | 0.75% | 34 |
|
|
2020
Q4 | $7.6M | Buy |
52,748
+344
| +0.7% | +$49.6K | 0.85% | 30 |
|
|
2020
Q3 | $7.33M | Sell |
52,404
-34
| -0.1% | -$4.76K | 1.03% | 27 |
|
|
2020
Q2 | $6.28M | Buy |
52,438
+176
| +0.3% | +$21.1K | 0.96% | 27 |
|
|
2020
Q1 | $5.94M | Sell |
52,262
-541
| -1% | -$61.5K | 1.12% | 24 |
|
|
2019
Q4 | $6.28M | Buy |
+52,803
| New | +$6.28M | 1.12% | 27 |
|