WPA
Winning Points Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $568K | Buy |
+3,493
| New | +$568K | 0.96% | 17 |
|
|
2024
Q1 | $566K | Hold |
3,593
| – | – | 0.87% | 19 |
|
|
2023
Q4 | $566K | Buy |
3,593
+100
| +3% | +$15.8K | 0.87% | 19 |
|
|
2023
Q3 | $568K | Sell |
3,493
-100
| -3% | -$16.3K | 1.01% | 17 |
|
|
2023
Q2 | $566K | Hold |
3,593
| – | – | 0.87% | 19 |
|
|
2023
Q1 | $530K | Buy |
3,593
+100
| +3% | +$14.8K | 0.58% | 27 |
|
|
2022
Q4 | $495K | Hold |
3,493
| – | – | 0.63% | 28 |
|
|
2022
Q3 | $465K | Sell |
3,493
-16
| -0.5% | -$2.13K | 0.57% | 30 |
|
|
2022
Q2 | $426K | Sell |
3,509
-10,000
| -74% | -$1.21M | 0.47% | 35 |
|
|
2022
Q1 | $2.02M | Sell |
13,509
-2,166
| -14% | -$323K | 1.57% | 17 |
|
|
2021
Q4 | $1.73M | Buy |
15,675
+2,166
| +16% | +$239K | 1.26% | 24 |
|
|
2021
Q3 | $1.88M | Buy |
13,509
+506
| +4% | +$70.5K | 1.38% | 21 |
|
|
2021
Q2 | $1.83M | Sell |
13,003
-371
| -3% | -$52.3K | 1.37% | 21 |
|
|
2021
Q1 | $1.82M | Buy |
13,374
+92
| +0.7% | +$12.5K | 1.36% | 22 |
|
|
2020
Q4 | $1.91M | Sell |
13,282
-1,109
| -8% | -$160K | 1.54% | 17 |
|
|
2020
Q3 | $2.01M | Buy |
14,391
+16
| +0.1% | +$2.23K | 1.71% | 18 |
|
|
2020
Q2 | $1.72M | Sell |
14,375
-1,000
| -7% | -$120K | 1.64% | 21 |
|
|
2020
Q1 | $1.74M | Sell |
15,375
-300
| -2% | -$34K | 1.7% | 20 |
|
|
2019
Q4 | $1.86M | Hold |
15,675
| – | – | 1.19% | 23 |
|
|
2019
Q3 | $1.86M | Hold |
15,675
| – | – | 1.34% | 21 |
|
|
2019
Q2 | $1.73M | Hold |
15,675
| – | – | 1.26% | 24 |
|
|
2019
Q1 | $1.52M | Buy |
15,675
+200
| +1% | +$19.4K | 1.18% | 25 |
|
|
2018
Q4 | $1.44M | Buy |
15,475
+4,100
| +36% | +$383K | 1.24% | 24 |
|
|
2018
Q3 | $1.07M | Buy |
11,375
+7,000
| +160% | +$657K | 0.79% | 32 |
|
|
2018
Q2 | $375K | Hold |
4,375
| – | – | 0.3% | 55 |
|
|
2018
Q1 | $376K | Hold |
4,375
| – | – | 0.31% | 56 |
|
|
2017
Q4 | $412K | Buy |
4,375
+995
| +29% | +$93.7K | 0.34% | 52 |
|
|
2017
Q3 | $264K | Buy |
3,380
+300
| +10% | +$23.4K | 0.23% | 61 |
|
|
2017
Q2 | $232K | Sell |
3,080
-300
| -9% | -$22.6K | 0.23% | 61 |
|
|
2017
Q1 | $244K | Hold |
3,380
| – | – | 0.24% | 61 |
|
|
2016
Q4 | $234K | Buy |
+3,380
| New | +$234K | 0.26% | 56 |
|