CWM
Compass Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84M | Sell |
59,767
-1,653
| -3% | -$162K | 1.39% | 22 |
|
|
2025
Q1 | $5.39M | Sell |
61,420
-2,225
| -3% | -$195K | 1.37% | 20 |
|
|
2024
Q4 | $5.75M | Sell |
63,645
-920
| -1% | -$83.1K | 1.39% | 18 |
|
|
2024
Q3 | $5.21M | Sell |
64,565
-2,070
| -3% | -$167K | 1.23% | 30 |
|
|
2024
Q2 | $4.51M | Buy |
66,635
+30,425
| +84% | +$2.06M | 1.11% | 30 |
|
|
2024
Q1 | $2.18M | Buy |
36,210
+26,285
| +265% | +$1.58M | 0.55% | 62 |
|
|
2023
Q4 | $1.56M | Buy |
9,925
+26
| +0.3% | +$4.1K | 0.44% | 73 |
|
|
2023
Q3 | $1.58M | Buy |
9,899
+390
| +4% | +$62.4K | 0.5% | 67 |
|
|
2023
Q2 | $1.49M | Buy |
9,509
+840
| +10% | +$132K | 0.45% | 69 |
|
|
2023
Q1 | $1.28M | Buy |
8,669
+245
| +3% | +$36.1K | 0.41% | 74 |
|
|
2022
Q4 | $1.19M | Buy |
+8,424
| New | +$1.19M | 0.39% | 74 |
|