JWS
Juncture Wealth Strategies’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
2,723
| – | – | 0.09% | 106 |
|
|
2025
Q1 | $239K | Sell |
2,723
-6
| -0.2% | -$527 | 0.09% | 114 |
|
|
2024
Q4 | $247K | Sell |
2,729
-732
| -21% | -$66.1K | 0.09% | 116 |
|
|
2024
Q3 | $279K | Buy |
3,461
+32
| +0.9% | +$2.58K | 0.11% | 107 |
|
|
2024
Q2 | $232K | Sell |
3,429
-342
| -9% | -$23.2K | 0.1% | 100 |
|
|
2024
Q1 | $227K | Buy |
+3,771
| New | +$227K | 0.1% | 105 |
|
|
2023
Q4 | – | Sell |
-1,257
| Closed | -$201K | – | 121 |
|
|
2023
Q3 | $201K | Buy |
+1,257
| New | +$201K | 0.1% | 111 |
|
|
2023
Q2 | – | Sell |
-2,289
| Closed | -$338K | – | 122 |
|
|
2023
Q1 | $338K | Sell |
2,289
-116
| -5% | -$17.1K | 0.17% | 95 |
|
|
2022
Q4 | $341K | Buy |
+2,405
| New | +$341K | 0.16% | 89 |
|