WMA
West Michigan Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
44,002
+110
| +0.3% | +$10.8K | 1.21% | 19 |
|
|
2025
Q1 | $3.86M | Buy |
43,892
+119
| +0.3% | +$10.5K | 1.28% | 17 |
|
|
2024
Q4 | $3.96M | Sell |
43,773
-3,097
| -7% | -$280K | 1.2% | 22 |
|
|
2024
Q3 | $3.78M | Buy |
46,870
+1,101
| +2% | +$88.9K | 1.14% | 23 |
|
|
2024
Q2 | $3.1M | Buy |
45,769
+338
| +0.7% | +$22.9K | 0.99% | 27 |
|
|
2024
Q1 | $2.73M | Buy |
45,431
+31,238
| +220% | +$1.88M | 0.89% | 29 |
|
|
2023
Q4 | $2.24M | Buy |
14,193
+2,924
| +26% | +$461K | 0.85% | 33 |
|
|
2023
Q3 | $1.8M | Buy |
11,269
+216
| +2% | +$34.5K | 0.96% | 31 |
|
|
2023
Q2 | $1.74M | Buy |
11,053
+3,665
| +50% | +$576K | 0.69% | 39 |
|
|
2023
Q1 | $1.09M | Buy |
7,388
+259
| +4% | +$38.2K | 0.62% | 39 |
|
|
2022
Q4 | $1.01M | Sell |
7,129
-160
| -2% | -$22.7K | 0.74% | 32 |
|
|
2022
Q3 | $946K | Buy |
7,289
+69
| +1% | +$8.96K | 0.82% | 33 |
|
|
2022
Q2 | $878K | Buy |
7,220
+802
| +12% | +$97.5K | 0.75% | 34 |
|
|
2022
Q1 | $956K | Buy |
6,418
+434
| +7% | +$64.6K | 0.65% | 35 |
|
|
2021
Q4 | $866K | Buy |
+5,984
| New | +$866K | 0.65% | 32 |
|