DWM
Diversify Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.85M | Buy |
66,105
+2,787
| +4% | +$289K | 0.42% | 52 |
|
|
2025
Q1 | $6.08M | Sell |
63,318
-7,497
| -11% | -$720K | 0.45% | 50 |
|
|
2024
Q4 | $6.59M | Buy |
70,815
+7,199
| +11% | +$670K | 0.51% | 48 |
|
|
2024
Q3 | $5.3M | Buy |
63,616
+414
| +0.7% | +$34.5K | 0.51% | 42 |
|
|
2024
Q2 | $4.27M | Buy |
+63,202
| New | +$4.27M | 0.53% | 44 |
|