EWA
Etesian Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
28,585
-3,317
| -10% | -$324K | 1.04% | 25 |
|
|
2025
Q1 | $2.8M | Sell |
31,902
-600
| -2% | -$52.7K | 1.21% | 20 |
|
|
2024
Q4 | $2.94M | Sell |
32,502
-1,408
| -4% | -$127K | 1.3% | 20 |
|
|
2024
Q3 | $2.74M | Sell |
33,910
-590
| -2% | -$47.6K | 1.24% | 19 |
|
|
2024
Q2 | $2.34M | Sell |
34,500
-25
| -0.1% | -$1.69K | 1.31% | 21 |
|
|
2024
Q1 | $2.08M | Buy |
34,525
+22,605
| +190% | +$1.36M | 1.19% | 24 |
|
|
2023
Q4 | $1.88M | Sell |
11,920
-314
| -3% | -$49.5K | 1.13% | 25 |
|
|
2023
Q3 | $1.96M | Sell |
12,234
-63
| -0.5% | -$10.1K | 1.32% | 23 |
|
|
2023
Q2 | $1.93M | Sell |
12,297
-497
| -4% | -$78.1K | 1.26% | 23 |
|
|
2023
Q1 | $1.89M | Sell |
12,794
-393
| -3% | -$57.9K | 1.26% | 22 |
|
|
2022
Q4 | $1.87M | Buy |
+13,187
| New | +$1.87M | 1.36% | 23 |
|