BBA
Braun-Bostich & Associates’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Sell |
8,375
-14
| -0.2% | -$1.37K | 0.56% | 39 |
|
|
2025
Q1 | $736K | Sell |
8,389
-320
| -4% | -$28.1K | 0.55% | 43 |
|
|
2024
Q4 | $787K | Sell |
8,709
-390
| -4% | -$35.2K | 0.57% | 39 |
|
|
2024
Q3 | $735K | Buy |
9,099
+328
| +4% | +$26.5K | 0.51% | 40 |
|
|
2024
Q2 | $594K | Buy |
8,771
+1,862
| +27% | +$126K | 0.44% | 46 |
|
|
2024
Q1 | $416K | Buy |
6,909
+4,992
| +260% | +$300K | 0.35% | 73 |
|
|
2023
Q4 | $302K | Buy |
+1,917
| New | +$302K | 0.27% | 92 |
|
|
2023
Q3 | – | Sell |
-2,418
| Closed | -$380K | – | 113 |
|
|
2023
Q2 | $380K | Buy |
2,418
+579
| +31% | +$91K | 0.81% | 47 |
|
|
2023
Q1 | $271K | Buy |
1,839
+378
| +26% | +$55.7K | 0.64% | 55 |
|
|
2022
Q4 | $207K | Buy |
+1,461
| New | +$207K | 0.6% | 58 |
|
|
2022
Q1 | – | Sell |
-3,910
| Closed | -$560K | – | 147 |
|
|
2021
Q4 | $560K | Buy |
+3,910
| New | +$560K | 0.13% | 59 |
|
|
2020
Q4 | – | Sell |
-192
| Closed | -$27K | – | 226 |
|
|
2020
Q3 | $27K | Sell |
192
-201
| -51% | -$28.3K | 0.03% | 189 |
|
|
2020
Q2 | $47K | Hold |
393
| – | – | 0.05% | 135 |
|
|
2020
Q1 | $45K | Hold |
393
| – | – | 0.06% | 137 |
|
|
2019
Q4 | $47K | Buy |
+393
| New | +$47K | 0.05% | 147 |
|
|
2019
Q3 | – | Sell |
-1,057
| Closed | -$117K | – | 307 |
|
|
2019
Q2 | $117K | Sell |
1,057
-459
| -30% | -$50.8K | 0.12% | 124 |
|
|
2019
Q1 | $148K | Sell |
1,516
-452
| -23% | -$44.1K | 0.15% | 124 |
|
|
2018
Q4 | $183K | Sell |
1,968
-5,652
| -74% | -$526K | 0.19% | 101 |
|
|
2018
Q3 | $716K | Sell |
7,620
-13
| -0.2% | -$1.22K | 0.69% | 48 |
|
|
2018
Q2 | $654K | Sell |
7,633
-554
| -7% | -$47.5K | 0.65% | 49 |
|
|
2018
Q1 | $728K | Buy |
8,187
+229
| +3% | +$20.4K | 0.63% | 42 |
|
|
2017
Q4 | $786K | Buy |
+7,958
| New | +$786K | 0.67% | 38 |
|