DWP
Destiny Wealth Partners’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Buy |
6,116
+3,356
| +122% | +$328K | 0.08% | 108 |
|
|
2025
Q1 | $242K | Hold |
2,760
| – | – | 0.04% | 146 |
|
|
2024
Q4 | $249K | Sell |
2,760
-57
| -2% | -$5.15K | 0.04% | 146 |
|
|
2024
Q3 | $227K | Buy |
+2,817
| New | +$227K | 0.04% | 151 |
|
|
2023
Q4 | – | Sell |
-2,260
| Closed | -$361K | – | 174 |
|
|
2023
Q3 | $361K | Buy |
2,260
+667
| +42% | +$107K | 0.07% | 115 |
|
|
2023
Q2 | $252K | Sell |
1,593
-703
| -31% | -$111K | 0.05% | 146 |
|
|
2023
Q1 | $339K | Sell |
2,296
-120
| -5% | -$17.7K | 0.07% | 123 |
|
|
2022
Q4 | $343K | Buy |
2,416
+2,176
| +907% | +$309K | 0.07% | 123 |
|
|
2022
Q3 | $31K | Hold |
240
| – | – | 0.01% | 316 |
|
|
2022
Q2 | $29K | Sell |
240
-674
| -74% | -$81.4K | 0.01% | 328 |
|
|
2022
Q1 | $136K | Buy |
914
+273
| +43% | +$40.6K | 0.03% | 193 |
|
|
2021
Q4 | $93K | Buy |
641
+33
| +5% | +$4.79K | 0.02% | 234 |
|
|
2021
Q3 | $85K | Buy |
+608
| New | +$85K | 0.02% | 224 |
|
|
2021
Q2 | – | Sell |
-555
| Closed | -$75K | – | 521 |
|
|
2021
Q1 | $75K | Sell |
555
-2,016
| -78% | -$272K | 0.02% | 228 |
|
|
2020
Q4 | $371K | Buy |
+2,571
| New | +$371K | 0.08% | 123 |
|