DWS
Dynamic Wealth Strategies’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
2,806
-405
| -13% | -$39.6K | 0.2% | 51 |
|
|
2025
Q1 | $282K | Sell |
3,211
-298
| -8% | -$26.2K | 0.23% | 51 |
|
|
2024
Q4 | $317K | Sell |
3,509
-18
| -0.5% | -$1.63K | 0.28% | 44 |
|
|
2024
Q3 | $285K | Sell |
3,527
-109
| -3% | -$8.81K | 0.23% | 46 |
|
|
2024
Q2 | $246K | Buy |
3,636
+33
| +0.9% | +$2.23K | 0.21% | 56 |
|
|
2024
Q1 | $217K | Buy |
3,603
+2,382
| +195% | +$143K | 0.19% | 57 |
|
|
2023
Q4 | $192K | Buy |
+1,221
| New | +$192K | 0.18% | 60 |
|