Skip to main content

BDO Wealth Advisors, LLC

SEC CIK
0001713458
Latest filing
Aug 1, 2023

WMT holding history

Walmart Inc. in every 13F filed by BDO Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q2 2023 holdings

Shares (Q2 2023)
5,137
Value
$807.4K
% of portfolio
0.1%
Quarters held
10
Since Q1 2021
Holdings of WMT by BDO Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20235,137$807.4K0.1%−15,953−75.6%ReducedHolders
Q1 202321,090$3.11M0.4%−351−1.6%ReducedHolders
Q4 202221,441$3.04M0.4%+559+2.7%AddedHolders
Q3 202220,882$2.71M0.4%+299+1.5%AddedHolders
Q2 202220,583$2.50M0.3%−86−0.4%ReducedHolders
Q1 202220,669$3.08M0.3%+212+1.0%AddedHolders
Q4 202120,457$2.96M0.3%+952+4.9%AddedHolders
Q3 202119,505$2.72M0.3%+665+3.5%AddedHolders
Q2 202118,840$2.66M0.3%+311+1.7%AddedHolders
Q1 202118,529$2.52M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.