JPWM
Jamison Private Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.87M | Buy |
70,240
+294
| +0.4% | +$28.7K | 0.99% | 37 |
|
|
2025
Q1 | $6.14M | Sell |
69,946
-496
| -0.7% | -$43.5K | 0.94% | 37 |
|
|
2024
Q4 | $6.36M | Buy |
70,442
+873
| +1% | +$78.9K | 0.94% | 36 |
|
|
2024
Q3 | $5.62M | Buy |
69,569
+4,296
| +7% | +$347K | 0.86% | 39 |
|
|
2024
Q2 | $4.42M | Sell |
65,273
-475
| -0.7% | -$32.2K | 0.73% | 42 |
|
|
2024
Q1 | $3.96M | Buy |
65,748
+44,024
| +203% | +$2.65M | 0.67% | 48 |
|
|
2023
Q4 | $3.42M | Buy |
21,724
+306
| +1% | +$48.2K | 0.64% | 49 |
|
|
2023
Q3 | $3.43M | Buy |
+21,418
| New | +$3.43M | 0.71% | 48 |
|