LAS
LWM Advisory Services’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
2,684
-180
| -6% | -$17.6K | 0.18% | 83 |
|
|
2025
Q1 | $253K | Buy |
2,864
+237
| +9% | +$20.9K | 0.18% | 86 |
|
|
2024
Q4 | $237K | Buy |
2,627
+48
| +2% | +$4.33K | 0.16% | 86 |
|
|
2024
Q3 | $208K | Buy |
+2,579
| New | +$208K | 0.15% | 92 |
|
|
2022
Q4 | – | Sell |
-1,744
| Closed | -$232K | – | 126 |
|
|
2022
Q3 | $232K | Buy |
+1,744
| New | +$232K | 0.26% | 103 |
|
|
2022
Q2 | – | Sell |
-1,652
| Closed | -$248K | – | 125 |
|
|
2022
Q1 | $248K | Sell |
1,652
-161
| -9% | -$24.2K | 0.31% | 93 |
|
|
2021
Q4 | $262K | Buy |
+1,813
| New | +$262K | 0.32% | 87 |
|