BMA
Brooks Moore & Associates’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97M | Buy |
50,707
+400
| +0.8% | +$39.2K | 2.68% | 7 |
|
|
2025
Q1 | $4.42M | Sell |
50,307
-500
| -1% | -$43.9K | 2.49% | 11 |
|
|
2024
Q4 | $4.59M | Sell |
50,807
-2,022
| -4% | -$183K | 2.71% | 11 |
|
|
2024
Q3 | $4.27M | Sell |
52,829
-600
| -1% | -$48.5K | 2.52% | 13 |
|
|
2024
Q2 | $3.62M | Buy |
53,429
+150
| +0.3% | +$10.2K | 2.33% | 16 |
|
|
2024
Q1 | $3.21M | Buy |
53,279
+35,544
| +200% | +$2.14M | 2.06% | 17 |
|
|
2023
Q4 | $2.8M | Sell |
17,735
-101
| -0.6% | -$15.9K | 1.92% | 18 |
|
|
2023
Q3 | $2.85M | Sell |
17,836
-664
| -4% | -$106K | 2.15% | 18 |
|
|
2023
Q2 | $2.91M | Hold |
18,500
| – | – | 2.05% | 19 |
|
|
2023
Q1 | $2.73M | Buy |
18,500
+250
| +1% | +$36.9K | 1.96% | 20 |
|
|
2022
Q4 | $2.59M | Sell |
18,250
-480
| -3% | -$68.1K | 1.89% | 19 |
|
|
2022
Q3 | $2.43M | Sell |
18,730
-35
| -0.2% | -$4.54K | 1.96% | 21 |
|
|
2022
Q2 | $2.28M | Buy |
18,765
+2,011
| +12% | +$244K | 1.64% | 24 |
|
|
2022
Q1 | $2.5M | Buy |
16,754
+180
| +1% | +$26.8K | 1.53% | 27 |
|
|
2021
Q4 | $2.4M | Buy |
16,574
+3,755
| +29% | +$543K | 1.41% | 29 |
|
|
2021
Q3 | $1.79M | Buy |
12,819
+810
| +7% | +$113K | 1.17% | 34 |
|
|
2021
Q2 | $1.69M | Sell |
12,009
-484
| -4% | -$68.3K | 1.08% | 38 |
|
|
2021
Q1 | $1.7M | Buy |
12,493
+1,453
| +13% | +$197K | 1.15% | 36 |
|
|
2020
Q4 | $1.59M | Sell |
11,040
-99
| -0.9% | -$14.3K | 1.23% | 34 |
|
|
2020
Q3 | $1.56M | Buy |
11,139
+4,388
| +65% | +$614K | 1.34% | 32 |
|
|
2020
Q2 | $809K | Hold |
6,751
| – | – | 0.76% | 42 |
|
|
2020
Q1 | $767K | Sell |
6,751
-35
| -0.5% | -$3.98K | 0.81% | 42 |
|
|
2019
Q4 | $806K | Sell |
6,786
-99
| -1% | -$11.8K | 0.64% | 51 |
|
|
2019
Q3 | $817K | Buy |
6,885
+410
| +6% | +$48.7K | 0.69% | 53 |
|
|
2019
Q2 | $715K | Buy |
6,475
+87
| +1% | +$9.61K | 0.61% | 59 |
|
|
2019
Q1 | $623K | Buy |
6,388
+63
| +1% | +$6.14K | 0.57% | 58 |
|
|
2018
Q4 | $589K | Buy |
+6,325
| New | +$589K | 0.59% | 56 |
|