WDG
Wealth Dimensions Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Buy |
9,262
+539
| +6% | +$52.7K | 0.2% | 69 |
|
|
2025
Q1 | $766K | Buy |
8,723
+348
| +4% | +$30.6K | 0.18% | 67 |
|
|
2024
Q4 | $757K | Buy |
8,375
+783
| +10% | +$70.7K | 0.19% | 68 |
|
|
2024
Q3 | $613K | Buy |
7,592
+72
| +1% | +$5.81K | 0.16% | 75 |
|
|
2024
Q2 | $509K | Buy |
7,520
+222
| +3% | +$15K | 0.15% | 80 |
|
|
2024
Q1 | $439K | Buy |
7,298
+4,887
| +203% | +$294K | 0.13% | 87 |
|
|
2023
Q4 | $380K | Sell |
2,411
-295
| -11% | -$46.5K | 0.12% | 93 |
|
|
2023
Q3 | $433K | Buy |
2,706
+37
| +1% | +$5.92K | 0.16% | 80 |
|
|
2023
Q2 | $419K | Buy |
2,669
+1
| +0% | +$157 | 0.15% | 89 |
|
|
2023
Q1 | $393K | Sell |
2,668
-123
| -4% | -$18.1K | 0.15% | 89 |
|
|
2022
Q4 | $396K | Buy |
2,791
+473
| +20% | +$67.1K | 0.16% | 87 |
|
|
2022
Q3 | $301K | Sell |
2,318
-28
| -1% | -$3.64K | 0.15% | 89 |
|
|
2022
Q2 | $285K | Buy |
2,346
+19
| +0.8% | +$2.31K | 0.14% | 99 |
|
|
2022
Q1 | $347K | Hold |
2,327
| – | – | 0.16% | 97 |
|
|
2021
Q4 | $337K | Sell |
2,327
-52
| -2% | -$7.53K | 0.17% | 94 |
|
|
2021
Q3 | $332K | Buy |
2,379
+8
| +0.3% | +$1.12K | 0.21% | 95 |
|
|
2021
Q2 | $334K | Buy |
2,371
+18
| +0.8% | +$2.54K | 0.23% | 88 |
|
|
2021
Q1 | $320K | Sell |
2,353
-23
| -1% | -$3.13K | 0.25% | 83 |
|
|
2020
Q4 | $342K | Buy |
+2,376
| New | +$342K | 0.3% | 73 |
|