PA
Parkside Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Hold |
4,178
| – | – | 0.09% | 62 |
|
|
2025
Q1 | $368K | Hold |
4,178
| – | – | 0.09% | 61 |
|
|
2024
Q4 | $378K | Hold |
4,178
| – | – | 0.09% | 61 |
|
|
2024
Q3 | $337K | Hold |
4,178
| – | – | 0.08% | 66 |
|
|
2024
Q2 | $283K | Hold |
4,178
| – | – | 0.07% | 71 |
|
|
2024
Q1 | $252K | Buy |
4,178
+2,792
| +201% | +$169K | 0.06% | 76 |
|
|
2023
Q4 | $219K | Hold |
1,386
| – | – | 0.06% | 75 |
|
|
2023
Q3 | $222K | Hold |
1,386
| – | – | 0.07% | 73 |
|
|
2023
Q2 | $218K | Sell |
1,386
-332
| -19% | -$52.2K | 0.07% | 72 |
|
|
2023
Q1 | $253K | Buy |
1,718
+18
| +1% | +$2.65K | 0.08% | 68 |
|
|
2022
Q4 | $242K | Buy |
1,700
+137
| +9% | +$19.5K | 0.08% | 76 |
|
|
2022
Q3 | $203K | Buy |
+1,563
| New | +$203K | 0.08% | 59 |
|
|
2022
Q2 | – | Sell |
-1,562
| Closed | -$234K | – | 70 |
|
|
2022
Q1 | $234K | Hold |
1,562
| – | – | 0.07% | 63 |
|
|
2021
Q4 | $227K | Buy |
+1,562
| New | +$227K | 0.07% | 67 |
|
|
2021
Q1 | – | Sell |
-1,602
| Closed | -$232K | – | 71 |
|
|
2020
Q4 | $232K | Buy |
+1,602
| New | +$232K | 0.09% | 64 |
|