GA
Goldstein Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
4,788
+5
| +0.1% | +$489 | 0.06% | 98 |
|
|
2025
Q1 | $420K | Buy |
4,783
+304
| +7% | +$26.7K | 0.06% | 104 |
|
|
2024
Q4 | $405K | Buy |
4,479
+976
| +28% | +$88.2K | 0.06% | 107 |
|
|
2024
Q3 | $283K | Buy |
3,503
+120
| +4% | +$9.69K | 0.04% | 132 |
|
|
2024
Q2 | $229K | Buy |
+3,383
| New | +$229K | 0.04% | 142 |
|
|
2023
Q1 | – | Sell |
-6,079
| Closed | -$862K | – | 170 |
|
|
2022
Q4 | $862K | Buy |
+6,079
| New | +$862K | 0.21% | 50 |
|