WMA
Wealth Management Associates’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
13,879
-452
| -3% | -$44.2K | 0.53% | 42 |
|
|
2025
Q1 | $1.26M | Sell |
14,331
-256
| -2% | -$22.5K | 0.54% | 42 |
|
|
2024
Q4 | $1.32M | Sell |
14,587
-1,018
| -7% | -$92K | 0.56% | 41 |
|
|
2024
Q3 | $1.26M | Sell |
15,605
-882
| -5% | -$71.2K | 0.55% | 40 |
|
|
2024
Q2 | $1.12M | Hold |
16,487
| – | – | 0.52% | 42 |
|
|
2024
Q1 | $1.12M | Buy |
16,487
+10,617
| +181% | +$719K | 0.52% | 42 |
|
|
2023
Q4 | $925K | Sell |
5,870
-555
| -9% | -$87.5K | 0.49% | 48 |
|
|
2023
Q3 | $1.03M | Buy |
6,425
+66
| +1% | +$10.6K | 0.6% | 39 |
|
|
2023
Q2 | $999K | Buy |
6,359
+43
| +0.7% | +$6.76K | 0.57% | 42 |
|
|
2023
Q1 | $931K | Buy |
6,316
+674
| +12% | +$99.4K | 0.58% | 42 |
|
|
2022
Q4 | $800K | Buy |
5,642
+35
| +0.6% | +$4.96K | 0.53% | 47 |
|
|
2022
Q3 | $727K | Buy |
5,607
+395
| +8% | +$51.2K | 0.51% | 46 |
|
|
2022
Q2 | $634K | Sell |
5,212
-189
| -3% | -$23K | 0.43% | 50 |
|
|
2022
Q1 | $804K | Sell |
5,401
-138
| -2% | -$20.6K | 0.46% | 55 |
|
|
2021
Q4 | $801K | Buy |
5,539
+608
| +12% | +$88K | 0.43% | 56 |
|
|
2021
Q3 | $687K | Buy |
4,931
+763
| +18% | +$106K | 0.4% | 63 |
|
|
2021
Q2 | $588K | Buy |
4,168
+749
| +22% | +$106K | 0.33% | 71 |
|
|
2021
Q1 | $464K | Buy |
3,419
+177
| +5% | +$24K | 0.29% | 86 |
|
|
2020
Q4 | $467K | Hold |
3,242
| – | – | 0.31% | 83 |
|
|
2020
Q3 | $454K | Buy |
3,242
+2
| +0.1% | +$280 | 0.35% | 66 |
|
|
2020
Q2 | $388K | Sell |
3,240
-285
| -8% | -$34.1K | 0.33% | 72 |
|
|
2020
Q1 | $400K | Buy |
3,525
+253
| +8% | +$28.7K | 0.4% | 60 |
|
|
2019
Q4 | $389K | Hold |
3,272
| – | – | 0.28% | 84 |
|
|
2019
Q3 | $388K | Buy |
3,272
+395
| +14% | +$46.9K | 0.31% | 79 |
|
|
2019
Q2 | $318K | Buy |
2,877
+8
| +0.3% | +$884 | 0.32% | 66 |
|
|
2019
Q1 | $280K | Buy |
2,869
+4
| +0.1% | +$390 | 0.31% | 74 |
|
|
2018
Q4 | $267K | Buy |
+2,865
| New | +$267K | 0.36% | 62 |
|