ETIA
Epic Trust Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $492K | Buy |
7,269
+1,217
| +20% | +$82.4K | 0.54% | 43 |
|
|
2024
Q1 | $364K | Buy |
6,052
+4,505
| +291% | +$271K | 0.45% | 58 |
|
|
2023
Q4 | $244K | Buy |
1,547
+168
| +12% | +$26.5K | 0.33% | 83 |
|
|
2023
Q3 | $220K | Buy |
+1,379
| New | +$220K | 0.35% | 81 |
|
|
2023
Q2 | – | Sell |
-3,085
| Closed | -$455K | – | 123 |
|
|
2023
Q1 | $455K | Buy |
+3,085
| New | +$455K | 0.55% | 49 |
|
|
2022
Q4 | – | Sell |
-2,101
| Closed | -$273K | – | 110 |
|
|
2022
Q3 | $273K | Buy |
2,101
+93
| +5% | +$12.1K | 0.38% | 82 |
|
|
2022
Q2 | $244K | Buy |
2,008
+255
| +15% | +$31K | 0.46% | 53 |
|
|
2022
Q1 | $261K | Buy |
+1,753
| New | +$261K | 0.41% | 56 |
|