CWA
Canvas Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
21,001
+3,292
| +19% | +$321K | 0.4% | 48 |
|
|
2025
Q1 | $1.68M | Buy |
17,709
+151
| +0.9% | +$14.3K | 0.43% | 44 |
|
|
2024
Q4 | $1.59M | Buy |
17,558
+260
| +2% | +$23.5K | 0.4% | 46 |
|
|
2024
Q3 | $1.4M | Buy |
17,298
+2,043
| +13% | +$165K | 0.39% | 45 |
|
|
2024
Q2 | $1.06M | Buy |
15,255
+111
| +0.7% | +$7.68K | 0.33% | 48 |
|
|
2024
Q1 | $903K | Buy |
15,144
+10,394
| +219% | +$620K | 0.3% | 50 |
|
|
2023
Q4 | $766K | Sell |
4,750
-125
| -3% | -$20.2K | 0.28% | 51 |
|
|
2023
Q3 | $774K | Sell |
4,875
-196
| -4% | -$31.1K | 0.32% | 52 |
|
|
2023
Q2 | $808K | Sell |
5,071
-605
| -11% | -$96.4K | 0.3% | 52 |
|
|
2023
Q1 | $859K | Sell |
5,676
-4,185
| -42% | -$634K | 0.36% | 46 |
|
|
2022
Q4 | $1.39M | Sell |
9,861
-68
| -0.7% | -$9.58K | 0.58% | 35 |
|
|
2022
Q3 | $1.4M | Sell |
9,929
-1,827
| -16% | -$258K | 0.6% | 35 |
|
|
2022
Q2 | $1.43M | Buy |
11,756
+2,492
| +27% | +$303K | 0.58% | 43 |
|
|
2022
Q1 | $1.41M | Buy |
9,264
+2,002
| +28% | +$305K | 0.52% | 49 |
|
|
2021
Q4 | $1.05M | Buy |
7,262
+1,835
| +34% | +$266K | 0.38% | 58 |
|
|
2021
Q3 | $756K | Buy |
5,427
+110
| +2% | +$15.3K | 0.31% | 64 |
|
|
2021
Q2 | $750K | Buy |
5,317
+1,013
| +24% | +$143K | 0.34% | 61 |
|
|
2021
Q1 | $602K | Buy |
+4,304
| New | +$602K | 0.35% | 63 |
|