DWAM
Duncan Williams Asset Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
27,043
+58
| +0.2% | +$5.67K | 0.83% | 22 |
|
|
2025
Q1 | $2.37M | Buy |
26,985
+182
| +0.7% | +$16K | 0.86% | 21 |
|
|
2024
Q4 | $2.42M | Buy |
26,803
+15,999
| +148% | +$1.45M | 0.95% | 21 |
|
|
2024
Q3 | $872K | Buy |
10,804
+2,058
| +24% | +$166K | 0.48% | 37 |
|
|
2024
Q2 | $592K | Sell |
8,746
-898
| -9% | -$60.8K | 0.5% | 37 |
|
|
2024
Q1 | $580K | Buy |
+9,644
| New | +$580K | 0.52% | 34 |
|