BCB
Brian C. Broderick’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
4,400
-3,340
| -43% | -$327K | 0.09% | 71 |
|
|
2025
Q1 | $679K | Hold |
7,740
| – | – | 0.14% | 59 |
|
|
2024
Q4 | $699K | Buy |
7,740
+3,090
| +66% | +$279K | 0.14% | 59 |
|
|
2024
Q3 | $375K | Hold |
4,650
| – | – | 0.07% | 75 |
|
|
2024
Q2 | $315K | Hold |
4,650
| – | – | 0.06% | 75 |
|
|
2024
Q1 | $280K | Buy |
4,650
+3,100
| +200% | +$187K | 0.06% | 79 |
|
|
2023
Q4 | $244K | Hold |
1,550
| – | – | 0.06% | 72 |
|
|
2023
Q3 | $248K | Hold |
1,550
| – | – | 0.07% | 71 |
|
|
2023
Q2 | $244K | Hold |
1,550
| – | – | 0.06% | 78 |
|
|
2023
Q1 | $229K | Hold |
1,550
| – | – | 0.06% | 77 |
|
|
2022
Q4 | $220K | Hold |
1,550
| – | – | 0.07% | 78 |
|
|
2022
Q3 | $201K | Buy |
+1,550
| New | +$201K | 0.06% | 79 |
|
|
2022
Q2 | – | Sell |
-1,550
| Closed | -$231K | – | 75 |
|
|
2022
Q1 | $231K | Hold |
1,550
| – | – | 0.06% | 72 |
|
|
2021
Q4 | $225K | Hold |
1,550
| – | – | 0.05% | 72 |
|
|
2021
Q3 | $216K | Hold |
1,550
| – | – | 0.06% | 77 |
|
|
2021
Q2 | $219K | Hold |
1,550
| – | – | 0.06% | 76 |
|
|
2021
Q1 | $211K | Hold |
1,550
| – | – | 0.06% | 77 |
|
|
2020
Q4 | $223K | Hold |
1,550
| – | – | 0.07% | 74 |
|
|
2020
Q3 | $217K | Buy |
+1,550
| New | +$217K | 0.07% | 80 |
|
|
2016
Q4 | – | Sell |
-3,100
| Closed | -$224K | – | 100 |
|
|
2016
Q3 | $224K | Hold |
3,100
| – | – | 0.1% | 94 |
|
|
2016
Q2 | $226K | Hold |
3,100
| – | – | 0.1% | 96 |
|
|
2016
Q1 | $212K | Sell |
3,100
-656
| -17% | -$44.9K | 0.09% | 97 |
|
|
2015
Q4 | $231K | Sell |
3,756
-170
| -4% | -$10.5K | 0.1% | 91 |
|
|
2015
Q3 | $255K | Hold |
3,926
| – | – | 0.12% | 85 |
|
|
2015
Q2 | $278K | Sell |
3,926
-128
| -3% | -$9.06K | 0.12% | 83 |
|
|
2015
Q1 | $333K | Buy |
4,054
+384
| +10% | +$31.5K | 0.14% | 83 |
|
|
2014
Q4 | $315K | Sell |
3,670
-1,215
| -25% | -$104K | 0.13% | 84 |
|
|
2014
Q3 | $373K | Buy |
+4,885
| New | +$373K | 0.17% | 82 |
|