WAOTB
Wealth Advisors of Tampa Bay’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.86M | Sell |
90,562
-4,295
| -5% | -$420K | 3.34% | 3 |
|
|
2025
Q1 | $8.33M | Sell |
94,857
-10,215
| -10% | -$897K | 3.39% | 3 |
|
|
2024
Q4 | $9.49M | Sell |
105,072
-940
| -0.9% | -$84.9K | 4.07% | 3 |
|
|
2024
Q3 | $8.56M | Sell |
106,012
-1,450
| -1% | -$117K | 3.57% | 4 |
|
|
2024
Q2 | $7.28M | Sell |
107,462
-668
| -0.6% | -$45.2K | 3.39% | 5 |
|
|
2024
Q1 | $6.51M | Buy |
108,130
+71,649
| +196% | +$4.31M | 3.09% | 6 |
|
|
2023
Q4 | $5.75M | Sell |
36,481
-36,581
| -50% | -$5.77M | 2.89% | 5 |
|
|
2023
Q3 | $11.7M | Buy |
73,062
+35,835
| +96% | +$5.73M | 3.22% | 4 |
|
|
2023
Q2 | $5.85M | Sell |
37,227
-245
| -0.7% | -$38.5K | 3.21% | 5 |
|
|
2023
Q1 | $5.53M | Buy |
37,472
+2,455
| +7% | +$362K | 3.16% | 6 |
|
|
2022
Q4 | $4.97M | Buy |
35,017
+182
| +0.5% | +$25.8K | 3.07% | 6 |
|
|
2022
Q3 | $4.52M | Sell |
34,835
-32,627
| -48% | -$4.23M | 3.1% | 5 |
|
|
2022
Q2 | $8.2M | Buy |
67,462
+18,916
| +39% | +$2.3M | 2.53% | 9 |
|
|
2022
Q1 | $7.23M | Buy |
48,546
+10
| +0% | +$1.49K | 1.96% | 17 |
|
|
2021
Q4 | $7.02M | Buy |
+48,536
| New | +$7.02M | 1.72% | 20 |
|