JFS WEALTH ADVISORS, LLC – Walmart Inc. Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$632,000
portfolio value
JFS WEALTH ADVISORS, LLC quarter portfolio value change:
+6.68%
quarter
Walmart Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.07% | 322 shares | 78K | $129.7 | 4.87K |
| Q2 2022 | share | Decrease | -1.49% | -69 shares | -135K | $121.58 | 4.55K |
| Q1 2022 | share | Decrease | -3.12% | -149 shares | -1K | $148.92 | 4.62K |
| Q4 2021 | share | Increase | +13.48% | 567 shares | 104K | $143.17 | 4.77K |
| Q3 2021 | share | Increase | +13.59% | 503 shares | 64K | $139.38 | 4.20K |
| Q2 2021 | share | 0.00% | 0 shares | 19K | $140.5 | 3.70K | |
| Q1 2021 | share | Decrease | -2.66% | -101 shares | -45K | $134.81 | 3.70K |
| Q4 2020 | share | Decrease | -0.52% | -20 shares | 13K | $142.46 | 3.80K |
| Q3 2020 | share | Decrease | -13.17% | -580 shares | 8K | $137.76 | 3.82K |
| Q2 2020 | share | 0.00% | 0 shares | 27K | $117.46 | 4.40K | |
| Q1 2020 | share | Decrease | -53.22% | -5.01K shares | -619K | $110.93 | 4.40K |
| Q4 2019 | share | Increase | +0.49% | 46 shares | 7K | $115.5 | 9.41K |
| Q3 2019 | share | Decrease | -1.76% | -168 shares | 58K | $114.83 | 9.36K |
| Q2 2019 | share | 0.00% | 0 shares | 124K | $106.39 | 9.53K | |
| Q1 2019 | share | Decrease | -1.04% | -100 shares | 33K | $93.41 | 9.53K |
| Q4 2018 | share | Decrease | -10.29% | -1.10K shares | -112K | $88.74 | 9.63K |
| Q3 2018 | share | Increase | +0.01% | 1 shares | 89K | $88.98 | 10.74K |
| Q2 2018 | share | Increase | +3.53% | 366 shares | -3K | $80.68 | 10.73K |
| Q1 2018 | share | Decrease | -2.75% | -293 shares | -130K | $83.28 | 10.37K |
| Q4 2017 | share | Increase | +1.96% | 205 shares | 236K | $91.89 | 10.66K |
| Q3 2017 | share | Decrease | -1.37% | -145 shares | 14K | $72.33 | 10.46K |
| Q2 2017 | share | Decrease | -15.17% | -1.89K shares | -61K | $69.62 | 10.60K |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $65.87 | 12.50K | |
| Q4 2016 | share | Decrease | -13.96% | -2.02K shares | -184K | $62.71 | 12.50K |
| Q3 2016 | share | Decrease | -12.98% | -2.16K shares | -171K | $64.97 | 14.53K |
| Q2 2016 | share | Increase | +30.89% | 3.94K shares | 345K | $65.34 | 16.69K |
| Q1 2016 | share | Decrease | -2.00% | -261 shares | 76K | $60.83 | 12.75K |