CWM
Collaborative Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
4,329
-21
| -0.5% | -$2.05K | 0.18% | 104 |
|
|
2025
Q1 | $382K | Buy |
4,350
+98
| +2% | +$8.6K | 0.18% | 110 |
|
|
2024
Q4 | $384K | Sell |
4,252
-23
| -0.5% | -$2.08K | 0.17% | 113 |
|
|
2024
Q3 | $345K | Buy |
4,275
+7
| +0.2% | +$565 | 0.16% | 116 |
|
|
2024
Q2 | $289K | Sell |
4,268
-5
| -0.1% | -$339 | 0.14% | 125 |
|
|
2024
Q1 | $257K | Buy |
4,273
+2,809
| +192% | +$169K | 0.13% | 135 |
|
|
2023
Q4 | $231K | Sell |
1,464
-135
| -8% | -$21.3K | 0.12% | 141 |
|
|
2023
Q3 | $256K | Hold |
1,599
| – | – | 0.15% | 132 |
|
|
2023
Q2 | $251K | Buy |
1,599
+48
| +3% | +$7.54K | 0.15% | 137 |
|
|
2023
Q1 | $229K | Buy |
1,551
+6
| +0.4% | +$885 | 0.14% | 156 |
|
|
2022
Q4 | $219K | Hold |
1,545
| – | – | 0.14% | 159 |
|
|
2022
Q3 | $200K | Buy |
+1,545
| New | +$200K | 0.14% | 163 |
|
|
2021
Q4 | $226K | Buy |
+1,559
| New | +$226K | 0.12% | 182 |
|
|
2021
Q1 | $211K | Buy |
+1,416
| New | +$211K | 0.12% | 180 |
|