PWS
Precision Wealth Strategies’s Walmart WMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.28M | Buy |
23,295
+6,834
| +42% | +$668K | 0.74% | 35 |
|
2025
Q1 | $1.45M | Buy |
16,461
+2,429
| +17% | +$213K | 1.1% | 22 |
|
2024
Q4 | $1.27M | Buy |
+14,032
| New | +$1.27M | 0.98% | 20 |
|
2021
Q3 | – | Sell |
-2,755
| Closed | -$389K | – | 138 |
|
2021
Q2 | $389K | Buy |
2,755
+822
| +43% | +$116K | 0.33% | 55 |
|
2021
Q1 | $263K | Buy |
1,933
+275
| +17% | +$37.4K | 0.25% | 66 |
|
2020
Q4 | $239K | Buy |
+1,658
| New | +$239K | 0.26% | 48 |
|