USCWA
U.S. Capital Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7M | Buy |
293,098
+40,376
| +16% | +$3.95M | 0.84% | 19 |
|
|
2025
Q1 | $22.2M | Buy |
252,722
+6,964
| +3% | +$611K | 0.68% | 24 |
|
|
2024
Q4 | $22.2M | Sell |
245,758
-11,492
| -4% | -$1.04M | 0.69% | 21 |
|
|
2024
Q3 | $20.8M | Sell |
257,250
-2,338
| -0.9% | -$189K | 0.73% | 20 |
|
|
2024
Q2 | $17.6M | Sell |
259,588
-13,840
| -5% | -$937K | 0.67% | 27 |
|
|
2024
Q1 | $16.5M | Buy |
273,428
+176,839
| +183% | +$10.6M | 0.63% | 29 |
|
|
2023
Q4 | $15.2M | Buy |
96,589
+399
| +0.4% | +$62.9K | 0.6% | 30 |
|
|
2023
Q3 | $15.4M | Sell |
96,190
-1,365
| -1% | -$218K | 0.69% | 25 |
|
|
2023
Q2 | $15.3M | Buy |
97,555
+829
| +0.9% | +$130K | 0.73% | 25 |
|
|
2023
Q1 | $14.3M | Buy |
96,726
+43,909
| +83% | +$6.47M | 0.66% | 25 |
|
|
2022
Q4 | $7.49M | Sell |
52,817
-785
| -1% | -$111K | 0.35% | 60 |
|
|
2022
Q3 | $6.95M | Sell |
53,602
-701
| -1% | -$90.9K | 0.35% | 59 |
|
|
2022
Q2 | $6.6M | Sell |
54,303
-480
| -0.9% | -$58.4K | 0.29% | 70 |
|
|
2022
Q1 | $8.16M | Sell |
54,783
-985
| -2% | -$147K | 0.3% | 67 |
|
|
2021
Q4 | $8.07M | Buy |
55,768
+805
| +1% | +$116K | 0.32% | 75 |
|
|
2021
Q3 | $7.66M | Buy |
+54,963
| New | +$7.66M | 0.33% | 71 |
|