EWS
Evergreen Wealth Solutions’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
2,501
-399
| -14% | -$39K | 0.15% | 101 |
|
|
2025
Q1 | $255K | Sell |
2,900
-283
| -9% | -$24.8K | 0.17% | 94 |
|
|
2024
Q4 | $288K | Sell |
3,183
-3,949
| -55% | -$357K | 0.2% | 82 |
|
|
2024
Q3 | $576K | Sell |
7,132
-1,864
| -21% | -$151K | 0.39% | 49 |
|
|
2024
Q2 | $609K | Sell |
8,996
-429
| -5% | -$29K | 0.43% | 48 |
|
|
2024
Q1 | $567K | Buy |
9,425
+6,162
| +189% | +$371K | 0.42% | 55 |
|
|
2023
Q4 | $514K | Buy |
3,263
+51
| +2% | +$8.04K | 0.44% | 56 |
|
|
2023
Q3 | $514K | Sell |
3,212
-401
| -11% | -$64.1K | 0.52% | 56 |
|
|
2023
Q2 | $568K | Buy |
3,613
+244
| +7% | +$38.3K | 0.57% | 54 |
|
|
2023
Q1 | $497K | Sell |
3,369
-217
| -6% | -$32K | 0.57% | 59 |
|
|
2022
Q4 | $508K | Sell |
3,586
-613
| -15% | -$86.8K | 0.67% | 46 |
|
|
2022
Q3 | $545K | Buy |
4,199
+64
| +2% | +$8.31K | 0.77% | 40 |
|
|
2022
Q2 | $503K | Sell |
4,135
-208
| -5% | -$25.3K | 0.62% | 53 |
|
|
2022
Q1 | $647K | Sell |
4,343
-185
| -4% | -$27.6K | 0.63% | 39 |
|
|
2021
Q4 | $655K | Buy |
+4,528
| New | +$655K | 0.59% | 44 |
|