DWM
Drive Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
27,973
-383
| -1% | -$37.5K | 0.6% | 33 |
|
|
2025
Q1 | $2.5M | Buy |
28,356
+11,497
| +68% | +$1.01M | 0.59% | 33 |
|
|
2024
Q4 | $1.53M | Buy |
16,859
+368
| +2% | +$33.3K | 0.37% | 50 |
|
|
2024
Q3 | $1.33M | Buy |
16,491
+147
| +0.9% | +$11.9K | 0.35% | 53 |
|
|
2024
Q2 | $1.11M | Buy |
16,344
+333
| +2% | +$22.5K | 0.3% | 68 |
|
|
2024
Q1 | $967K | Buy |
16,011
+10,715
| +202% | +$647K | 0.27% | 76 |
|
|
2023
Q4 | $838K | Buy |
5,296
+151
| +3% | +$23.9K | 0.27% | 76 |
|
|
2023
Q3 | $823K | Buy |
5,145
+544
| +12% | +$87K | 0.3% | 72 |
|
|
2023
Q2 | $723K | Buy |
4,601
+409
| +10% | +$64.3K | 0.27% | 78 |
|
|
2023
Q1 | $621K | Buy |
4,192
+375
| +10% | +$55.5K | 0.26% | 93 |
|
|
2022
Q4 | $545K | Buy |
3,817
+1,463
| +62% | +$209K | 0.27% | 89 |
|
|
2022
Q3 | $305K | Buy |
+2,354
| New | +$305K | 0.29% | 108 |
|