BWA
Blodgett Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
4,078
+5
| +0.1% | +$489 | 0.31% | 40 |
|
|
2025
Q1 | $358K | Buy |
4,073
+427
| +12% | +$37.5K | 0.3% | 41 |
|
|
2024
Q4 | $329K | Buy |
3,646
+350
| +11% | +$31.6K | 0.26% | 45 |
|
|
2024
Q3 | $266K | Buy |
3,296
+3
| +0.1% | +$242 | 0.22% | 54 |
|
|
2024
Q2 | $223K | Buy |
+3,293
| New | +$223K | 0.19% | 56 |
|
|
2023
Q1 | – | Sell |
-1,523
| Closed | -$216K | – | 66 |
|
|
2022
Q4 | $216K | Sell |
1,523
-100
| -6% | -$14.2K | 0.26% | 57 |
|
|
2022
Q3 | $211K | Sell |
1,623
-499
| -24% | -$64.9K | 0.25% | 55 |
|
|
2022
Q2 | $258K | Sell |
2,122
-82
| -4% | -$9.97K | 0.28% | 57 |
|
|
2022
Q1 | $328K | Sell |
2,204
-1,000
| -31% | -$149K | 0.27% | 58 |
|
|
2021
Q4 | $464K | Buy |
+3,204
| New | +$464K | 0.36% | 52 |
|