SWA
Strata Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
3,108
-103
| -3% | -$10.1K | 0.08% | 64 |
|
|
2025
Q1 | $282K | Sell |
3,211
-381
| -11% | -$33.4K | 0.09% | 62 |
|
|
2024
Q4 | $325K | Buy |
3,592
+29
| +0.8% | +$2.62K | 0.1% | 61 |
|
|
2024
Q3 | $288K | Buy |
3,563
+105
| +3% | +$8.48K | 0.09% | 60 |
|
|
2024
Q2 | $234K | Buy |
+3,458
| New | +$234K | 0.08% | 68 |
|
|
2023
Q1 | – | Sell |
-1,864
| Closed | -$264K | – | 57 |
|
|
2022
Q4 | $264K | Buy |
+1,864
| New | +$264K | 0.15% | 44 |
|