KPWS
Kestra Private Wealth Services’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.8M | Buy |
407,403
+19,832
| +5% | +$1.94M | 0.57% | 28 |
|
|
2025
Q1 | $34M | Buy |
387,571
+8,797
| +2% | +$772K | 0.57% | 28 |
|
|
2024
Q4 | $34.2M | Buy |
378,774
+34,239
| +10% | +$3.09M | 0.58% | 29 |
|
|
2024
Q3 | $27.8M | Sell |
344,535
-33,252
| -9% | -$2.69M | 0.51% | 33 |
|
|
2024
Q2 | $25.6M | Buy |
377,787
+2,040
| +0.5% | +$138K | 0.51% | 34 |
|
|
2024
Q1 | $22.6M | Buy |
375,747
+249,256
| +197% | +$15M | 0.51% | 35 |
|
|
2023
Q4 | $19.9M | Buy |
126,491
+16,048
| +15% | +$2.53M | 0.51% | 35 |
|
|
2023
Q3 | $17.7M | Buy |
110,443
+6,209
| +6% | +$993K | 0.56% | 33 |
|
|
2023
Q2 | $16.4M | Buy |
104,234
+6,631
| +7% | +$1.04M | 0.56% | 31 |
|
|
2023
Q1 | $14.4M | Buy |
97,603
+22,790
| +30% | +$3.36M | 0.57% | 30 |
|
|
2022
Q4 | $10.6M | Buy |
74,813
+6,049
| +9% | +$858K | 0.54% | 36 |
|
|
2022
Q3 | $8.92M | Buy |
68,764
+5,083
| +8% | +$659K | 0.52% | 38 |
|
|
2022
Q2 | $7.74M | Buy |
63,681
+13,205
| +26% | +$1.61M | 0.44% | 48 |
|
|
2022
Q1 | $7.52M | Sell |
50,476
-5,604
| -10% | -$835K | 0.37% | 56 |
|
|
2021
Q4 | $8.11M | Buy |
56,080
+6,367
| +13% | +$921K | 0.39% | 54 |
|
|
2021
Q3 | $6.93M | Buy |
49,713
+2,277
| +5% | +$317K | 0.39% | 51 |
|
|
2021
Q2 | $6.69M | Sell |
47,436
-2,196
| -4% | -$310K | 0.41% | 46 |
|
|
2021
Q1 | $6.74M | Buy |
49,632
+13,448
| +37% | +$1.83M | 0.47% | 41 |
|
|
2020
Q4 | $5.22M | Buy |
36,184
+4,502
| +14% | +$649K | 0.38% | 62 |
|
|
2020
Q3 | $4.43M | Buy |
+31,682
| New | +$4.43M | 0.38% | 65 |
|