DWM
Dakota Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.86M | Sell |
100,877
-2,824
| -3% | -$276K | 0.21% | 98 |
|
|
2025
Q1 | $9.1M | Buy |
103,701
+31,441
| +44% | +$2.76M | 0.21% | 97 |
|
|
2024
Q4 | $6.53M | Sell |
72,260
-2,761
| -4% | -$249K | 0.15% | 126 |
|
|
2024
Q3 | $6.06M | Sell |
75,021
-2,851
| -4% | -$230K | 0.14% | 138 |
|
|
2024
Q2 | $5.27M | Sell |
77,872
-166
| -0.2% | -$11.2K | 0.12% | 152 |
|
|
2024
Q1 | $4.7M | Buy |
78,038
+62,307
| +396% | +$3.75M | 0.12% | 160 |
|
|
2023
Q4 | $2.48M | Buy |
15,731
+876
| +6% | +$138K | 0.1% | 199 |
|
|
2023
Q3 | $2.38M | Buy |
14,855
+1,173
| +9% | +$188K | 0.1% | 178 |
|
|
2023
Q2 | $2.15M | Buy |
13,682
+36
| +0.3% | +$5.66K | 0.1% | 167 |
|
|
2023
Q1 | $2.01M | Buy |
13,646
+124
| +0.9% | +$18.3K | 0.13% | 153 |
|
|
2022
Q4 | $1.92M | Buy |
13,522
+615
| +5% | +$87.2K | 0.14% | 154 |
|
|
2022
Q3 | $1.67M | Sell |
12,907
-918
| -7% | -$119K | 0.14% | 165 |
|
|
2022
Q2 | $1.68M | Sell |
13,825
-4,198
| -23% | -$510K | 0.15% | 143 |
|
|
2022
Q1 | $2.69M | Buy |
18,023
+2,027
| +13% | +$302K | 0.22% | 123 |
|
|
2021
Q4 | $2.32M | Sell |
15,996
-2,741
| -15% | -$397K | 0.24% | 107 |
|
|
2021
Q3 | $2.61M | Sell |
18,737
-31,431
| -63% | -$4.38M | 0.3% | 92 |
|
|
2021
Q2 | $7.08M | Buy |
50,168
+2,016
| +4% | +$284K | 0.84% | 31 |
|
|
2021
Q1 | $6.54M | Sell |
48,152
-27,902
| -37% | -$3.79M | 0.86% | 28 |
|
|
2020
Q4 | $11M | Buy |
76,054
+11,564
| +18% | +$1.67M | 1.43% | 14 |
|
|
2020
Q3 | $9.02M | Buy |
64,490
+672
| +1% | +$94K | 1.42% | 14 |
|
|
2020
Q2 | $7.64M | Buy |
63,818
+2,102
| +3% | +$252K | 1.31% | 14 |
|
|
2020
Q1 | $7.01M | Sell |
61,716
-2,317
| -4% | -$263K | 1.53% | 16 |
|
|
2019
Q4 | $7.61M | Sell |
64,033
-1,435
| -2% | -$171K | 1.22% | 17 |
|
|
2019
Q3 | $7.77M | Buy |
65,468
+8,805
| +16% | +$1.05M | 1.34% | 16 |
|
|
2019
Q2 | $6.26M | Buy |
56,663
+11,258
| +25% | +$1.24M | 1.2% | 18 |
|
|
2019
Q1 | $4.43M | Buy |
45,405
+15,967
| +54% | +$1.56M | 0.88% | 28 |
|
|
2018
Q4 | $2.76M | Buy |
29,438
+1,383
| +5% | +$130K | 0.62% | 43 |
|
|
2018
Q3 | $2.64M | Buy |
28,055
+15,576
| +125% | +$1.46M | 0.59% | 44 |
|
|
2018
Q2 | $1.07M | Buy |
+12,479
| New | +$1.07M | 0.3% | 77 |
|