DWM
Destination Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.9M | Sell |
305,830
-8,182
| -3% | -$800K | 0.88% | 38 |
|
|
2025
Q1 | $27.6M | Sell |
314,012
-18,059
| -5% | -$1.59M | 0.87% | 37 |
|
|
2024
Q4 | $30M | Sell |
332,071
-18,094
| -5% | -$1.63M | 0.94% | 35 |
|
|
2024
Q3 | $28.3M | Sell |
350,165
-10,970
| -3% | -$886K | 0.88% | 37 |
|
|
2024
Q2 | $24.5M | Sell |
361,135
-13,998
| -4% | -$948K | 0.81% | 47 |
|
|
2024
Q1 | $22.6M | Buy |
375,133
+249,564
| +199% | +$15M | 0.75% | 52 |
|
|
2023
Q4 | $19.8M | Sell |
125,569
-428
| -0.3% | -$67.5K | 0.69% | 54 |
|
|
2023
Q3 | $20.2M | Sell |
125,997
-588
| -0.5% | -$94K | 0.78% | 46 |
|
|
2023
Q2 | $19.9M | Sell |
126,585
-2,090
| -2% | -$329K | 0.74% | 50 |
|
|
2023
Q1 | $19M | Buy |
128,675
+553
| +0.4% | +$81.5K | 0.72% | 49 |
|
|
2022
Q4 | $18.2M | Sell |
128,122
-2,731
| -2% | -$387K | 0.72% | 47 |
|
|
2022
Q3 | $17M | Sell |
130,853
-495
| -0.4% | -$64.2K | 0.71% | 47 |
|
|
2022
Q2 | $16M | Sell |
131,348
-1,100
| -0.8% | -$134K | 0.64% | 53 |
|
|
2022
Q1 | $19.7M | Buy |
132,448
+1,255
| +1% | +$187K | 0.73% | 51 |
|
|
2021
Q4 | $19M | Buy |
131,193
+2,165
| +2% | +$313K | 0.67% | 55 |
|
|
2021
Q3 | $18M | Buy |
129,028
+2,876
| +2% | +$401K | 0.7% | 54 |
|
|
2021
Q2 | $17.8M | Buy |
126,152
+2,417
| +2% | +$341K | 0.69% | 56 |
|
|
2021
Q1 | $16.8M | Buy |
123,735
+695
| +0.6% | +$94.4K | 0.69% | 55 |
|
|
2020
Q4 | $17.7M | Buy |
123,040
+540
| +0.4% | +$77.8K | 0.77% | 47 |
|
|
2020
Q3 | $17.1M | Sell |
122,500
-4,086
| -3% | -$572K | 0.87% | 39 |
|
|
2020
Q2 | $15.2M | Buy |
126,586
+1,018
| +0.8% | +$122K | 0.82% | 47 |
|
|
2020
Q1 | $14.3M | Sell |
125,568
-483
| -0.4% | -$54.9K | 0.87% | 39 |
|
|
2019
Q4 | $15M | Buy |
126,051
+703
| +0.6% | +$83.5K | 0.76% | 43 |
|
|
2019
Q3 | $14.9M | Buy |
125,348
+2,299
| +2% | +$273K | 0.81% | 43 |
|
|
2019
Q2 | $13.6M | Buy |
123,049
+3,302
| +3% | +$365K | 0.75% | 44 |
|
|
2019
Q1 | $11.7M | Buy |
119,747
+117,501
| +5,232% | +$11.5M | 0.66% | 46 |
|
|
2018
Q4 | $209K | Sell |
2,246
-440
| -16% | -$40.9K | 0.01% | 140 |
|
|
2018
Q3 | $252K | Buy |
2,686
+61
| +2% | +$5.72K | 0.01% | 140 |
|
|
2018
Q2 | $225K | Buy |
2,625
+947
| +56% | +$81.2K | 0.01% | 133 |
|
|
2018
Q1 | $149K | Sell |
1,678
-1,029
| -38% | -$91.4K | 0.01% | 156 |
|
|
2017
Q4 | $267K | Buy |
+2,707
| New | +$267K | 0.02% | 139 |
|
|
2015
Q3 | – | Sell |
-48,929
| Closed | -$3.47M | – | 224 |
|
|
2015
Q2 | $3.47M | Buy |
+48,929
| New | +$3.47M | 0.23% | 73 |
|