TVWM
Tower View Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
1,385
+7
| +0.5% | +$684 | 0.07% | 73 |
|
|
2025
Q1 | $121K | Buy |
1,378
+3
| +0.2% | +$263 | 0.07% | 59 |
|
|
2024
Q4 | $124K | Hold |
1,375
| – | – | 0.07% | 65 |
|
|
2024
Q3 | $111K | Hold |
1,375
| – | – | 0.06% | 67 |
|
|
2024
Q2 | $93.1K | Sell |
1,375
-1
| -0.1% | -$68 | 0.05% | 67 |
|
|
2024
Q1 | $82.8K | Buy |
1,376
+908
| +194% | +$54.6K | 0.05% | 73 |
|
|
2023
Q4 | $74K | Hold |
468
| – | – | 0.05% | 70 |
|
|
2023
Q3 | $75K | Buy |
468
+420
| +875% | +$67.3K | 0.05% | 68 |
|
|
2023
Q2 | $8K | Buy |
+48
| New | +$8K | 0.01% | 128 |
|
|
2022
Q2 | – | Sell |
-21,696
| Closed | -$3.23M | – | 202 |
|
|
2022
Q1 | $3.23M | Sell |
21,696
-378
| -2% | -$56.3K | 1.74% | 26 |
|
|
2021
Q4 | $3.19M | Sell |
22,074
-236
| -1% | -$34.1K | 1.63% | 29 |
|
|
2021
Q3 | $3.11M | Buy |
22,310
+148
| +0.7% | +$20.6K | 1.73% | 28 |
|
|
2021
Q2 | $3.13M | Buy |
22,162
+450
| +2% | +$63.5K | 1.58% | 30 |
|
|
2021
Q1 | $2.95M | Buy |
21,712
+1,278
| +6% | +$174K | 1.61% | 28 |
|
|
2020
Q4 | $2.95M | Buy |
20,434
+697
| +4% | +$100K | 1.67% | 28 |
|
|
2020
Q3 | $2.76M | Buy |
19,737
+1,906
| +11% | +$267K | 1.8% | 26 |
|
|
2020
Q2 | $2.14M | Buy |
17,831
+4,211
| +31% | +$504K | 1.56% | 31 |
|
|
2020
Q1 | $1.55M | Buy |
13,620
+12,280
| +916% | +$1.39M | 1.4% | 36 |
|
|
2019
Q4 | $159K | Buy |
1,340
+815
| +155% | +$96.7K | 0.12% | 66 |
|
|
2019
Q3 | $62K | Buy |
+525
| New | +$62K | 0.05% | 78 |
|
|
2018
Q1 | – | Sell |
-20
| Closed | -$2K | – | 149 |
|
|
2017
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 140 |
|