SWA
SOA Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Sell |
30,007
-194
| -0.6% | -$6.18K | 0.18% | 82 |
|
|
2025
Q1 | $834K | Buy |
30,201
+21,007
| +228% | +$580K | 0.17% | 83 |
|
|
2024
Q4 | $831K | Buy |
9,194
+142
| +2% | +$12.8K | 0.15% | 85 |
|
|
2024
Q3 | $731K | Buy |
9,052
+364
| +4% | +$29.4K | 0.14% | 89 |
|
|
2024
Q2 | $588K | Buy |
8,688
+31
| +0.4% | +$2.1K | 0.12% | 98 |
|
|
2024
Q1 | $521K | Buy |
8,657
+5,777
| +201% | +$348K | 0.11% | 103 |
|
|
2023
Q4 | $454K | Sell |
2,880
-62
| -2% | -$9.78K | 0.1% | 105 |
|
|
2023
Q3 | $471K | Buy |
2,942
+5
| +0.2% | +$800 | 0.12% | 99 |
|
|
2023
Q2 | $462K | Buy |
2,937
+12
| +0.4% | +$1.89K | 0.11% | 102 |
|
|
2023
Q1 | $431K | Buy |
2,925
+6
| +0.2% | +$885 | 0.11% | 100 |
|
|
2022
Q4 | $414K | Hold |
2,919
| – | – | 0.11% | 99 |
|
|
2022
Q3 | $378K | Buy |
2,919
+212
| +8% | +$27.5K | 0.11% | 99 |
|
|
2022
Q2 | $329K | Sell |
2,707
-40
| -1% | -$4.86K | 0.1% | 106 |
|
|
2022
Q1 | $409K | Sell |
2,747
-83
| -3% | -$12.4K | 0.1% | 110 |
|
|
2021
Q4 | $405K | Sell |
2,830
-101
| -3% | -$14.5K | 0.1% | 109 |
|
|
2021
Q3 | $408K | Buy |
2,931
+5
| +0.2% | +$696 | 0.1% | 113 |
|
|
2021
Q2 | $412K | Buy |
2,926
+46
| +2% | +$6.48K | 0.11% | 114 |
|
|
2021
Q1 | $391K | Buy |
2,880
+272
| +10% | +$36.9K | 0.11% | 111 |
|
|
2020
Q4 | $376K | Buy |
+2,608
| New | +$376K | 0.1% | 105 |
|