KWA
Kingswood Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Sell |
48,774
-728
| -1% | -$71.2K | 0.38% | 49 |
|
|
2025
Q1 | $4.36M | Sell |
49,502
-6,041
| -11% | -$531K | 0.4% | 45 |
|
|
2024
Q4 | $5.02M | Sell |
55,543
-26,768
| -33% | -$2.42M | 0.38% | 46 |
|
|
2024
Q3 | $6.64M | Buy |
82,311
+22,506
| +38% | +$1.82M | 0.47% | 35 |
|
|
2024
Q2 | $4.05M | Buy |
59,805
+6,398
| +12% | +$433K | 0.36% | 58 |
|
|
2024
Q1 | $3.21M | Buy |
53,407
+36,906
| +224% | +$2.22M | 0.37% | 57 |
|
|
2023
Q4 | $2.6M | Buy |
16,501
+11,318
| +218% | +$1.78M | 0.29% | 70 |
|
|
2023
Q3 | $2.58M | Sell |
5,183
-1,379,128
| -100% | -$685M | 0.44% | 57 |
|
|
2023
Q2 | $1.38M | Buy |
+1,384,311
| New | +$1.38M | 0.44% | 53 |
|