RA
Rise Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
4,180
-59
| -1% | -$5.77K | 0.16% | 57 |
|
|
2025
Q1 | $372K | Buy |
4,239
+424
| +11% | +$37.2K | 0.16% | 58 |
|
|
2024
Q4 | $345K | Sell |
3,815
-182
| -5% | -$16.4K | 0.17% | 60 |
|
|
2024
Q3 | $323K | Sell |
3,997
-391
| -9% | -$31.6K | 0.15% | 66 |
|
|
2024
Q2 | $297K | Buy |
4,388
+28
| +0.6% | +$1.9K | 0.16% | 66 |
|
|
2024
Q1 | $262K | Buy |
4,360
+3,614
| +484% | +$217K | 0.14% | 74 |
|
|
2023
Q4 | $118K | Buy |
746
+463
| +164% | +$73K | 0.08% | 95 |
|
|
2023
Q3 | $45.3K | Sell |
283
-1,981
| -88% | -$317K | 0.04% | 146 |
|
|
2023
Q2 | $356K | Sell |
2,264
-775
| -26% | -$122K | 0.28% | 40 |
|
|
2023
Q1 | $448K | Sell |
3,039
-155
| -5% | -$22.9K | 0.34% | 35 |
|
|
2022
Q4 | $453K | Hold |
3,194
| – | – | 0.36% | 32 |
|
|
2022
Q3 | $414K | Buy |
3,194
+573
| +22% | +$74.3K | 0.34% | 34 |
|
|
2022
Q2 | $319K | Buy |
2,621
+75
| +3% | +$9.13K | 0.32% | 42 |
|
|
2022
Q1 | $379K | Buy |
2,546
+52
| +2% | +$7.74K | 0.34% | 41 |
|
|
2021
Q4 | $361K | Buy |
+2,494
| New | +$361K | 0.34% | 43 |
|