OWA
Opal Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Buy |
7,070
+582
| +9% | +$56.9K | 0.19% | 64 |
|
|
2025
Q1 | $570K | Sell |
6,488
-1,367
| -17% | -$120K | 0.18% | 69 |
|
|
2024
Q4 | $710K | Buy |
7,855
+202
| +3% | +$18.3K | 0.21% | 64 |
|
|
2024
Q3 | $618K | Buy |
7,653
+847
| +12% | +$68.4K | 0.19% | 68 |
|
|
2024
Q2 | $461K | Buy |
6,806
+1,122
| +20% | +$76K | 0.15% | 82 |
|
|
2024
Q1 | $342K | Buy |
5,684
+3,760
| +195% | +$226K | 0.12% | 115 |
|
|
2023
Q4 | $303K | Sell |
1,924
-181
| -9% | -$28.5K | 0.12% | 126 |
|
|
2023
Q3 | $337K | Buy |
2,105
+127
| +6% | +$20.3K | 0.2% | 86 |
|
|
2023
Q2 | $311K | Buy |
1,978
+142
| +8% | +$22.3K | 0.16% | 90 |
|
|
2023
Q1 | $271K | Buy |
1,836
+191
| +12% | +$28.2K | 0.16% | 84 |
|
|
2022
Q4 | $233K | Sell |
1,645
-38
| -2% | -$5.39K | 0.13% | 104 |
|
|
2022
Q3 | $218K | Buy |
1,683
+7
| +0.4% | +$907 | 0.16% | 90 |
|
|
2022
Q2 | $204K | Buy |
+1,676
| New | +$204K | 0.13% | 103 |
|