UW
Unique Wealth’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Buy |
4,851
+52
| +1% | +$5.08K | 0.08% | 119 |
|
|
2025
Q1 | $421K | Sell |
4,799
-286
| -6% | -$25.1K | 0.08% | 112 |
|
|
2024
Q4 | $459K | Sell |
5,085
-114
| -2% | -$10.3K | 0.1% | 91 |
|
|
2024
Q3 | $420K | Buy |
5,199
+81
| +2% | +$6.54K | 0.1% | 84 |
|
|
2024
Q2 | $347K | Buy |
5,118
+122
| +2% | +$8.26K | 0.09% | 70 |
|
|
2024
Q1 | $301K | Buy |
4,996
+3,271
| +190% | +$197K | 0.08% | 76 |
|
|
2023
Q4 | $272K | Sell |
1,725
-321
| -16% | -$50.6K | 0.09% | 68 |
|
|
2023
Q3 | $327K | Sell |
2,046
-400
| -16% | -$64K | 0.14% | 66 |
|
|
2023
Q2 | $385K | Buy |
2,446
+1
| +0% | +$157 | 0.17% | 47 |
|
|
2023
Q1 | $361K | Sell |
2,445
-11
| -0.4% | -$1.62K | 0.17% | 37 |
|
|
2022
Q4 | $348K | Buy |
+2,456
| New | +$348K | 0.19% | 38 |
|