YIA
YHB Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.85M | Buy |
90,498
+3,405
| +4% | +$333K | 0.68% | 39 |
|
|
2025
Q1 | $7.65M | Buy |
87,093
+4,944
| +6% | +$434K | 0.64% | 41 |
|
|
2024
Q4 | $7.42M | Sell |
82,149
-3,600
| -4% | -$325K | 0.61% | 40 |
|
|
2024
Q3 | $6.92M | Sell |
85,749
-2,197
| -2% | -$177K | 0.57% | 43 |
|
|
2024
Q2 | $5.95M | Buy |
87,946
+567
| +0.6% | +$38.4K | 0.51% | 49 |
|
|
2024
Q1 | $5.26M | Buy |
87,379
+57,054
| +188% | +$3.43M | 0.47% | 54 |
|
|
2023
Q4 | $4.78M | Sell |
30,325
-30,144
| -50% | -$4.75M | 0.46% | 57 |
|
|
2023
Q3 | $9.59M | Buy |
60,469
+30,368
| +101% | +$4.82M | 0.89% | 30 |
|
|
2023
Q2 | $4.73M | Buy |
30,101
+228
| +0.8% | +$35.8K | 0.44% | 59 |
|
|
2023
Q1 | $4.4M | Buy |
29,873
+759
| +3% | +$112K | 0.44% | 65 |
|
|
2022
Q4 | $4.13M | Sell |
29,114
-287
| -1% | -$40.7K | 0.44% | 63 |
|
|
2022
Q3 | $3.81M | Buy |
29,401
+6,523
| +29% | +$846K | 0.42% | 65 |
|
|
2022
Q2 | $2.78M | Sell |
22,878
-131
| -0.6% | -$15.9K | 0.29% | 87 |
|
|
2022
Q1 | $3.43M | Buy |
23,009
+1,058
| +5% | +$158K | 0.3% | 85 |
|
|
2021
Q4 | $3.18M | Buy |
21,951
+1,261
| +6% | +$182K | 0.25% | 96 |
|
|
2021
Q3 | $2.88M | Buy |
20,690
+843
| +4% | +$118K | 0.25% | 104 |
|
|
2021
Q2 | $2.8M | Buy |
19,847
+200
| +1% | +$28.2K | 0.24% | 105 |
|
|
2021
Q1 | $2.76M | Buy |
19,647
+1,832
| +10% | +$258K | 0.24% | 107 |
|
|
2020
Q4 | $2.57M | Buy |
17,815
+184
| +1% | +$26.5K | 0.24% | 99 |
|
|
2020
Q3 | $2.47M | Sell |
17,631
-1,634
| -8% | -$229K | 0.27% | 89 |
|
|
2020
Q2 | $2.31M | Buy |
19,265
+759
| +4% | +$90.9K | 0.33% | 74 |
|
|
2020
Q1 | $2.1M | Buy |
18,506
+799
| +5% | +$90.8K | 0.36% | 71 |
|
|
2019
Q4 | $2.1M | Buy |
17,707
+350
| +2% | +$41.6K | 0.3% | 79 |
|
|
2019
Q3 | $2.06M | Buy |
17,357
+705
| +4% | +$83.7K | 0.31% | 81 |
|
|
2019
Q2 | $1.84M | Sell |
16,652
-298
| -2% | -$32.9K | 0.29% | 89 |
|
|
2019
Q1 | $1.65M | Buy |
16,950
+525
| +3% | +$51.2K | 0.26% | 97 |
|
|
2018
Q4 | $1.53M | Buy |
16,425
+361
| +2% | +$33.6K | 0.27% | 91 |
|
|
2018
Q3 | $1.51M | Buy |
16,064
+143
| +0.9% | +$13.4K | 0.23% | 100 |
|
|
2018
Q2 | $1.36M | Buy |
15,921
+387
| +2% | +$33.2K | 0.22% | 105 |
|
|
2018
Q1 | $1.38M | Sell |
15,534
-44
| -0.3% | -$3.92K | 0.23% | 101 |
|
|
2017
Q4 | $1.54M | Buy |
15,578
+865
| +6% | +$85.4K | 0.26% | 95 |
|
|
2017
Q3 | $1.15M | Sell |
14,713
-656
| -4% | -$51.3K | 0.21% | 104 |
|
|
2017
Q2 | $1.16M | Buy |
15,369
+480
| +3% | +$36.3K | 0.2% | 102 |
|
|
2017
Q1 | $1.12M | Buy |
14,889
+386
| +3% | +$29K | 0.21% | 99 |
|
|
2016
Q4 | $1M | Sell |
14,503
-331
| -2% | -$22.9K | 0.21% | 103 |
|
|
2016
Q3 | $1.07M | Sell |
14,834
-6,913
| -32% | -$499K | 0.26% | 95 |
|
|
2016
Q2 | $1.59M | Buy |
21,747
+5,680
| +35% | +$415K | 0.35% | 77 |
|
|
2016
Q1 | $1.1M | Sell |
16,067
-619
| -4% | -$42.4K | 0.3% | 85 |
|
|
2015
Q4 | $1.02M | Buy |
16,686
+2,040
| +14% | +$125K | 0.23% | 99 |
|
|
2015
Q3 | $950K | Sell |
14,646
-6,085
| -29% | -$395K | 0.22% | 102 |
|
|
2015
Q2 | $1.47M | Sell |
20,731
-10,296
| -33% | -$730K | 0.32% | 89 |
|
|
2015
Q1 | $2.55M | Sell |
31,027
-1,575
| -5% | -$130K | 0.57% | 60 |
|
|
2014
Q4 | $2.8M | Sell |
32,602
-22,297
| -41% | -$1.91M | 0.64% | 55 |
|
|
2014
Q3 | $4.2M | Sell |
54,899
-1,090
| -2% | -$83.4K | 1.01% | 32 |
|
|
2014
Q2 | $4.2M | Sell |
55,989
-63
| -0.1% | -$4.73K | 1.01% | 34 |
|
|
2014
Q1 | $4.28M | Buy |
56,052
+2,950
| +6% | +$225K | 1.09% | 29 |
|
|
2013
Q4 | $4.18M | Sell |
53,102
-2,789
| -5% | -$219K | 1.12% | 29 |
|
|
2013
Q3 | $4.13M | Sell |
55,891
-75
| -0.1% | -$5.55K | 1.22% | 27 |
|
|
2013
Q2 | $4.17M | Buy |
+55,966
| New | +$4.17M | 1.3% | 24 |
|