BWA
Burt Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Sell |
10,051
-146
| -1% | -$14.3K | 0.22% | 43 |
|
|
2025
Q1 | $895K | Buy |
10,197
+2
| +0% | +$176 | 0.22% | 41 |
|
|
2024
Q4 | $921K | Buy |
10,195
+1,483
| +17% | +$134K | 0.23% | 42 |
|
|
2024
Q3 | $704K | Sell |
8,712
-178
| -2% | -$14.4K | 0.17% | 50 |
|
|
2024
Q2 | $602K | Sell |
8,890
-445
| -5% | -$30.1K | 0.16% | 53 |
|
|
2024
Q1 | $562K | Buy |
9,335
+6,224
| +200% | +$375K | 0.14% | 60 |
|
|
2023
Q4 | $490K | Sell |
3,111
-75
| -2% | -$11.8K | 0.14% | 57 |
|
|
2023
Q3 | $510K | Buy |
3,186
+1
| +0% | +$160 | 0.16% | 52 |
|
|
2023
Q2 | $501K | Sell |
3,185
-29
| -0.9% | -$4.56K | 0.15% | 55 |
|
|
2023
Q1 | $474K | Buy |
3,214
+32
| +1% | +$4.72K | 0.15% | 55 |
|
|
2022
Q4 | $451K | Hold |
3,182
| – | – | 0.15% | 60 |
|
|
2022
Q3 | $413K | Buy |
3,182
+1
| +0% | +$130 | 0.17% | 49 |
|
|
2022
Q2 | $387K | Buy |
3,181
+2
| +0.1% | +$243 | 0.13% | 56 |
|
|
2022
Q1 | $473K | Buy |
3,179
+130
| +4% | +$19.3K | 0.14% | 53 |
|
|
2021
Q4 | $441K | Hold |
3,049
| – | – | 0.14% | 53 |
|
|
2021
Q3 | $425K | Buy |
3,049
+1
| +0% | +$139 | 0.14% | 55 |
|
|
2021
Q2 | $430K | Sell |
3,048
-223
| -7% | -$31.5K | 0.16% | 49 |
|
|
2021
Q1 | $444K | Buy |
3,271
+318
| +11% | +$43.2K | 0.16% | 49 |
|
|
2020
Q4 | $426K | Hold |
2,953
| – | – | 0.15% | 50 |
|
|
2020
Q3 | $413K | Buy |
2,953
+1
| +0% | +$140 | 0.15% | 45 |
|
|
2020
Q2 | $354K | Sell |
2,952
-92
| -3% | -$11K | 0.14% | 50 |
|
|
2020
Q1 | $346K | Buy |
3,044
+1
| +0% | +$114 | 0.16% | 53 |
|
|
2019
Q4 | $362K | Hold |
3,043
| – | – | 0.14% | 52 |
|
|
2019
Q3 | $361K | Buy |
3,043
+1
| +0% | +$119 | 0.15% | 54 |
|
|
2019
Q2 | $336K | Buy |
3,042
+3
| +0.1% | +$331 | 0.15% | 52 |
|
|
2019
Q1 | $296K | Buy |
3,039
+601
| +25% | +$58.5K | 0.13% | 62 |
|
|
2018
Q4 | $227K | Hold |
2,438
| – | – | 0.11% | 73 |
|
|
2018
Q3 | $229K | Buy |
2,438
+371
| +18% | +$34.8K | 0.1% | 73 |
|
|
2018
Q2 | $177K | Sell |
2,067
-255
| -11% | -$21.8K | 0.08% | 86 |
|
|
2018
Q1 | $207K | Buy |
2,322
+1
| +0% | +$89 | 0.11% | 70 |
|
|
2017
Q4 | $229K | Hold |
2,321
| – | – | 0.14% | 64 |
|
|
2017
Q3 | $181K | Sell |
2,321
-226
| -9% | -$17.6K | 0.12% | 74 |
|
|
2017
Q2 | $192K | Buy |
2,547
+450
| +21% | +$33.9K | 0.13% | 67 |
|
|
2017
Q1 | $151K | Sell |
2,097
-6
| -0.3% | -$432 | 0.11% | 78 |
|
|
2016
Q4 | $145K | Hold |
2,103
| – | – | 0.13% | 87 |
|
|
2016
Q3 | $151K | Hold |
2,103
| – | – | 0.16% | 75 |
|
|
2016
Q2 | $153K | Sell |
2,103
-20
| -0.9% | -$1.46K | 0.17% | 72 |
|
|
2016
Q1 | $145K | Buy |
2,123
+20
| +1% | +$1.37K | 0.13% | 80 |
|
|
2015
Q4 | $128K | Buy |
2,103
+101
| +5% | +$6.15K | 0.1% | 85 |
|
|
2015
Q3 | $129K | Hold |
2,002
| – | – | 0.16% | 73 |
|
|
2015
Q2 | $142K | Hold |
2,002
| – | – | 0.15% | 74 |
|
|
2015
Q1 | $165K | Hold |
2,002
| – | – | 0.17% | 61 |
|
|
2014
Q4 | $172K | Buy |
+2,002
| New | +$172K | 0.18% | 60 |
|