WOSD
WFA of San Diego’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7K | Buy |
+222
| New | +$21.7K | 0.02% | 264 |
|
|
2024
Q3 | $13K | Hold |
161
| – | – | 0.01% | 267 |
|
|
2024
Q2 | $10.9K | Buy |
+161
| New | +$10.9K | 0.01% | 273 |
|
|
2023
Q3 | $9.44K | Hold |
59
| – | – | 0.01% | 282 |
|
|
2023
Q2 | $9.27K | Buy |
+59
| New | +$9.27K | 0.01% | 284 |
|
|
2023
Q1 | – | Sell |
-126
| Closed | -$17.9K | – | 439 |
|
|
2022
Q4 | $17.9K | Buy |
+126
| New | +$17.9K | 0.01% | 300 |
|
|
2022
Q3 | – | Sell |
-12
| Closed | -$1K | – | 404 |
|
|
2022
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 399 |
|
|
2020
Q3 | – | Sell |
-2,403
| Closed | -$280K | – | 246 |
|
|
2020
Q2 | $280K | Buy |
+2,403
| New | +$280K | 0.07% | 211 |
|