EWA
EverSource Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.49M | Buy |
76,579
+1,556
| +2% | +$152K | 0.34% | 71 |
|
|
2025
Q1 | $6.59M | Buy |
75,023
+1,735
| +2% | +$152K | 0.36% | 70 |
|
|
2024
Q4 | $6.62M | Buy |
73,288
+3,481
| +5% | +$315K | 0.37% | 64 |
|
|
2024
Q3 | $5.64M | Sell |
69,807
-2,538
| -4% | -$205K | 0.36% | 65 |
|
|
2024
Q2 | $4.97M | Buy |
72,345
+11,268
| +18% | +$773K | 0.33% | 70 |
|
|
2024
Q1 | $3.62M | Buy |
61,077
+43,670
| +251% | +$2.59M | 0.29% | 80 |
|
|
2023
Q4 | $2.74M | Buy |
17,407
+1,723
| +11% | +$272K | 0.25% | 91 |
|
|
2023
Q3 | $2.51M | Sell |
15,684
-298
| -2% | -$47.7K | 0.27% | 84 |
|
|
2023
Q2 | $2.51M | Buy |
15,982
+4,275
| +37% | +$672K | 0.28% | 88 |
|
|
2023
Q1 | $1.73M | Sell |
11,707
-8
| -0.1% | -$1.18K | 0.21% | 103 |
|
|
2022
Q4 | $1.66M | Buy |
11,715
+1,757
| +18% | +$249K | 0.25% | 86 |
|
|
2022
Q3 | $1.29M | Buy |
9,958
+6,151
| +162% | +$797K | 0.3% | 66 |
|
|
2022
Q2 | $464K | Buy |
3,807
+962
| +34% | +$117K | 0.12% | 158 |
|
|
2022
Q1 | $424K | Buy |
2,845
+232
| +9% | +$34.6K | 0.11% | 171 |
|
|
2021
Q4 | $378K | Buy |
+2,613
| New | +$378K | 0.11% | 149 |
|