DSA
Droms Strauss Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+2,249
| New | +$220K | 0.07% | 69 |
|
|
2021
Q2 | – | Sell |
-10,334
| Closed | -$1.4M | – | 57 |
|
|
2021
Q1 | $1.4M | Buy |
10,334
+94
| +0.9% | +$12.8K | 0.69% | 17 |
|
|
2020
Q4 | $1.48M | Buy |
10,240
+14
| +0.1% | +$2.02K | 0.86% | 14 |
|
|
2020
Q3 | $1.43M | Buy |
10,226
+1
| +0% | +$140 | 0.85% | 16 |
|
|
2020
Q2 | $1.23M | Hold |
10,225
| – | – | 0.84% | 16 |
|
|
2020
Q1 | $1.16M | Buy |
+10,225
| New | +$1.16M | 0.97% | 16 |
|