WFAG
Worth Financial Advisory Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
13,800
+304
| +2% | +$29.7K | 0.83% | 27 |
|
|
2025
Q1 | $1.18M | Buy |
13,496
+5,651
| +72% | +$496K | 0.75% | 33 |
|
|
2024
Q4 | $709K | Sell |
7,845
-781
| -9% | -$70.6K | 0.44% | 58 |
|
|
2024
Q3 | $697K | Sell |
8,626
-379
| -4% | -$30.6K | 0.41% | 62 |
|
|
2024
Q2 | $610K | Buy |
9,005
+447
| +5% | +$30.3K | 0.4% | 64 |
|
|
2024
Q1 | $515K | Buy |
8,558
+5,766
| +207% | +$347K | 0.36% | 74 |
|
|
2023
Q4 | $440K | Sell |
2,792
-35
| -1% | -$5.52K | 0.35% | 78 |
|
|
2023
Q3 | $452K | Sell |
2,827
-95
| -3% | -$15.2K | 0.41% | 70 |
|
|
2023
Q2 | $459K | Sell |
2,922
-55
| -2% | -$8.65K | 0.43% | 68 |
|
|
2023
Q1 | $439K | Buy |
2,977
+146
| +5% | +$21.5K | 0.42% | 65 |
|
|
2022
Q4 | $401K | Buy |
+2,831
| New | +$401K | 0.47% | 60 |
|