DAS
Diversify Advisory Services’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Sell |
35,898
-15,463
| -30% | -$1.6M | 0.14% | 110 |
|
|
2025
Q1 | $4.93M | Buy |
51,361
+31,051
| +153% | +$2.98M | 0.31% | 54 |
|
|
2024
Q4 | $1.89M | Buy |
20,310
+1,152
| +6% | +$107K | 0.1% | 144 |
|
|
2024
Q3 | $1.57M | Buy |
19,158
+507
| +3% | +$41.6K | 0.08% | 191 |
|
|
2024
Q2 | $1.3M | Buy |
18,651
+1,765
| +10% | +$123K | 0.07% | 199 |
|
|
2024
Q1 | $1.01M | Buy |
+16,886
| New | +$1.01M | 0.06% | 250 |
|