WWA
WCG Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.92M | Buy |
91,209
+1,756
| +2% | +$172K | 0.58% | 48 |
|
|
2025
Q1 | $7.85M | Buy |
89,453
+1,866
| +2% | +$164K | 0.6% | 49 |
|
|
2024
Q4 | $7.91M | Sell |
87,587
-10,177
| -10% | -$919K | 0.52% | 59 |
|
|
2024
Q3 | $7.89M | Buy |
97,764
+3,261
| +3% | +$263K | 0.53% | 56 |
|
|
2024
Q2 | $6.4M | Buy |
94,503
+2,134
| +2% | +$144K | 0.47% | 64 |
|
|
2024
Q1 | $5.56M | Buy |
92,369
+58,824
| +175% | +$3.54M | 0.46% | 62 |
|
|
2023
Q4 | $5.29M | Buy |
33,545
+3,208
| +11% | +$506K | 0.39% | 67 |
|
|
2023
Q3 | $4.85M | Buy |
+30,337
| New | +$4.85M | 0.36% | 69 |
|
|
2022
Q4 | – | Sell |
-1,576
| Closed | -$261K | – | 282 |
|
|
2022
Q3 | $261K | Sell |
1,576
-327
| -17% | -$54.2K | 0.03% | 240 |
|
|
2022
Q2 | $231K | Buy |
+1,903
| New | +$231K | 0.03% | 242 |
|