PWA
Primoris Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
10,413
-100
| -1% | -$9.78K | 0.69% | 41 |
|
|
2025
Q1 | $923K | Buy |
10,513
+64
| +0.6% | +$5.62K | 0.71% | 38 |
|
|
2024
Q4 | $944K | Sell |
10,449
-275
| -3% | -$24.8K | 0.72% | 37 |
|
|
2024
Q3 | $866K | Sell |
10,724
-150
| -1% | -$12.1K | 0.63% | 45 |
|
|
2024
Q2 | $736K | Sell |
10,874
-250
| -2% | -$16.9K | 0.59% | 47 |
|
|
2024
Q1 | $669K | Buy |
11,124
+7,397
| +198% | +$445K | 0.54% | 51 |
|
|
2023
Q4 | $588K | Sell |
3,727
-113
| -3% | -$17.8K | 0.55% | 47 |
|
|
2023
Q3 | $614K | Sell |
3,840
-126
| -3% | -$20.2K | 0.74% | 35 |
|
|
2023
Q2 | $623K | Buy |
3,966
+10
| +0.3% | +$1.57K | 0.68% | 36 |
|
|
2023
Q1 | $583K | Sell |
3,956
-14,283
| -78% | -$2.11M | 0.72% | 34 |
|
|
2022
Q4 | $2.59M | Buy |
18,239
+15,689
| +615% | +$2.22M | 3.98% | 8 |
|
|
2022
Q3 | $329K | Sell |
2,550
-230
| -8% | -$29.7K | 0.59% | 44 |
|
|
2022
Q2 | $337K | Sell |
2,780
-1,119
| -29% | -$136K | 0.48% | 51 |
|
|
2022
Q1 | $579K | Sell |
3,899
-9,050
| -70% | -$1.34M | 0.54% | 41 |
|
|
2021
Q4 | $1.87M | Buy |
+12,949
| New | +$1.87M | 1.51% | 27 |
|