WMS
Wealth Management Solutions’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $223K | Sell |
1,394
-100
| -7% | -$16K | 0.15% | 70 |
|
|
2023
Q2 | $235K | Hold |
1,494
| – | – | 0.15% | 70 |
|
|
2023
Q1 | $220K | Hold |
1,494
| – | – | 0.13% | 79 |
|
|
2022
Q4 | $212K | Buy |
+1,494
| New | +$212K | 0.11% | 80 |
|
|
2022
Q2 | – | Sell |
-1,479
| Closed | -$220K | – | 113 |
|
|
2022
Q1 | $220K | Buy |
1,479
+10
| +0.7% | +$1.49K | 0.11% | 102 |
|
|
2021
Q4 | $213K | Buy |
+1,469
| New | +$213K | 0.11% | 112 |
|