DJYG
David J. Yvars Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Buy |
6,642
+9
| +0.1% | +$880 | 0.38% | 35 |
|
|
2025
Q1 | $582K | Buy |
6,633
+5
| +0.1% | +$439 | 0.46% | 32 |
|
|
2024
Q4 | $599K | Sell |
6,628
-1,482
| -18% | -$134K | 0.37% | 37 |
|
|
2024
Q3 | $655K | Buy |
8,110
+115
| +1% | +$9.29K | 0.41% | 38 |
|
|
2024
Q2 | $541K | Buy |
7,995
+462
| +6% | +$31.3K | 0.34% | 40 |
|
|
2024
Q1 | $453K | Buy |
7,533
+5,081
| +207% | +$306K | 0.31% | 43 |
|
|
2023
Q4 | $387K | Hold |
2,452
| – | – | 0.31% | 41 |
|
|
2023
Q3 | $392K | Buy |
2,452
+2
| +0.1% | +$320 | 0.33% | 41 |
|
|
2023
Q2 | $385K | Buy |
2,450
+10
| +0.4% | +$1.57K | 0.32% | 41 |
|
|
2023
Q1 | $360K | Buy |
2,440
+316
| +15% | +$46.6K | 0.33% | 48 |
|
|
2022
Q4 | $301K | Hold |
2,124
| – | – | 0.38% | 41 |
|
|
2022
Q3 | $276K | Buy |
2,124
+2
| +0.1% | +$260 | 0.31% | 46 |
|
|
2022
Q2 | $260K | Sell |
2,122
-15
| -0.7% | -$1.84K | 0.35% | 46 |
|
|
2022
Q1 | $318K | Buy |
2,137
+2
| +0.1% | +$298 | 0.22% | 59 |
|
|
2021
Q4 | $309K | Hold |
2,135
| – | – | 0.19% | 61 |
|
|
2021
Q3 | $293K | Sell |
2,135
-72
| -3% | -$9.88K | 0.17% | 66 |
|
|
2021
Q2 | $311K | Buy |
2,207
+79
| +4% | +$11.1K | 0.17% | 66 |
|
|
2021
Q1 | $289K | Buy |
2,128
+3
| +0.1% | +$407 | 0.18% | 66 |
|
|
2020
Q4 | $306K | Buy |
+2,125
| New | +$306K | 0.21% | 58 |
|