JPLA
Joseph P. Lucia & Associates’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
3,385
-35
| -1% | -$3.42K | 0.14% | 115 |
|
|
2025
Q1 | $300K | Buy |
+3,420
| New | +$300K | 0.14% | 111 |
|
|
2022
Q3 | – | Sell |
-192
| Closed | -$23K | – | 446 |
|
|
2022
Q2 | $23K | Hold |
192
| – | – | 0.02% | 240 |
|
|
2022
Q1 | $29K | Buy |
+192
| New | +$29K | 0.02% | 231 |
|
|
2021
Q4 | – | Sell |
-280
| Closed | -$39K | – | 556 |
|
|
2021
Q3 | $39K | Hold |
280
| – | – | 0.02% | 240 |
|
|
2021
Q2 | $39K | Sell |
280
-108
| -28% | -$15K | 0.02% | 240 |
|
|
2021
Q1 | $53K | Buy |
388
+16
| +4% | +$2.19K | 0.02% | 204 |
|
|
2020
Q4 | $54K | Buy |
+372
| New | +$54K | 0.04% | 182 |
|
|
2020
Q3 | – | Sell |
-250
| Closed | -$30K | – | 462 |
|
|
2020
Q2 | $30K | Buy |
250
+20
| +9% | +$2.4K | 0.03% | 211 |
|
|
2020
Q1 | $26K | Buy |
230
+99
| +76% | +$11.2K | 0.03% | 211 |
|
|
2019
Q4 | $16K | Hold |
131
| – | – | 0.01% | 270 |
|
|
2019
Q3 | $16K | Hold |
131
| – | – | 0.02% | 270 |
|
|
2019
Q2 | $14K | Sell |
131
-12,816
| -99% | -$1.37M | 0.01% | 273 |
|
|
2019
Q1 | $130 | Buy |
+12,947
| New | +$130 | 0.01% | 247 |
|