KWAG
Kiely Wealth Advisory Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $293K | Hold |
2,850
| – | – | 0.19% | 47 |
|
|
2024
Q3 | $243K | Hold |
2,850
| – | – | 0.15% | 52 |
|
|
2024
Q2 | $192K | Buy |
2,850
+51
| +2% | +$3.44K | 0.11% | 47 |
|
|
2024
Q1 | $168K | Buy |
2,799
+1,866
| +200% | +$112K | 0.1% | 50 |
|
|
2023
Q4 | $152K | Buy |
+933
| New | +$152K | 0.09% | 53 |
|