JSAM
J. Safra Asset Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
2,517
| – | – | 0.02% | 129 |
|
|
2025
Q1 | $221K | Hold |
2,517
| – | – | 0.02% | 119 |
|
|
2024
Q4 | $228K | Hold |
2,517
| – | – | 0.02% | 115 |
|
|
2024
Q3 | $201K | Hold |
2,517
| – | – | 0.02% | 71 |
|
|
2024
Q2 | $170K | Hold |
2,517
| – | – | 0.02% | 66 |
|
|
2024
Q1 | $151K | Buy |
2,517
+1,678
| +200% | +$101K | 0.02% | 56 |
|
|
2023
Q4 | $132K | Hold |
839
| – | – | 0.02% | 58 |
|
|
2023
Q3 | $134K | Hold |
839
| – | – | 0.02% | 58 |
|
|
2023
Q2 | $132K | Hold |
839
| – | – | 0.02% | 66 |
|
|
2023
Q1 | $124K | Buy |
+839
| New | +$124K | 0.02% | 68 |
|
|
2022
Q4 | – | Sell |
-119
| Closed | – | – | 137 |
|
|
2022
Q3 | $0 | Buy |
119
+17
| +17% | – | ﹤0.01% | 102 |
|
|
2022
Q2 | $0 | Sell |
102
-121
| -54% | – | ﹤0.01% | 146 |
|
|
2022
Q1 | $1K | Buy |
+223
| New | +$1K | 0.02% | 46 |
|