WIA
Wetzel Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
16,783
-475
| -3% | -$46.4K | 0.75% | 27 |
|
|
2025
Q1 | $1.52M | Sell |
17,258
-379
| -2% | -$33.4K | 0.77% | 29 |
|
|
2024
Q4 | $1.6M | Sell |
17,637
-230
| -1% | -$20.8K | 0.79% | 29 |
|
|
2024
Q3 | $1.44M | Buy |
17,867
+56
| +0.3% | +$4.52K | 0.73% | 31 |
|
|
2024
Q2 | $1.07M | Hold |
17,811
| – | – | 0.61% | 32 |
|
|
2024
Q1 | $1.06M | Buy |
17,811
+11,886
| +201% | +$704K | 0.62% | 33 |
|
|
2023
Q4 | $934K | Buy |
+5,925
| New | +$934K | 0.57% | 34 |
|