CWM
C2C Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Hold |
4,500
| – | – | 0.4% | 48 |
|
|
2025
Q1 | $395K | Hold |
4,500
| – | – | 0.37% | 53 |
|
|
2024
Q4 | $407K | Hold |
4,500
| – | – | 0.38% | 51 |
|
|
2024
Q3 | $369K | Hold |
4,500
| – | – | 0.34% | 54 |
|
|
2024
Q2 | $305K | Hold |
4,500
| – | – | 0.3% | 66 |
|
|
2024
Q1 | $271K | Sell |
4,500
-530
| -11% | -$31.9K | 0.27% | 72 |
|
|
2023
Q4 | $793K | Sell |
5,030
-10,025
| -67% | -$1.58M | 0.67% | 41 |
|
|
2023
Q3 | $2.4M | Sell |
15,055
-7
| -0% | -$1.12K | 0.34% | 30 |
|
|
2023
Q2 | $2.33M | Buy |
15,062
+4
| +0% | +$620 | 0.31% | 34 |
|
|
2023
Q1 | $2.25M | Buy |
15,058
+79
| +0.5% | +$11.8K | 0.36% | 32 |
|
|
2022
Q4 | $2.1M | Sell |
14,979
-2,646
| -15% | -$370K | 0.36% | 29 |
|
|
2022
Q3 | $2.37M | Sell |
17,625
-1,215
| -6% | -$163K | 0.46% | 24 |
|
|
2022
Q2 | $2.44M | Sell |
18,840
-795
| -4% | -$103K | 0.45% | 26 |
|
|
2022
Q1 | $3.14M | Sell |
19,635
-2,798
| -12% | -$447K | 0.53% | 21 |
|
|
2021
Q4 | $3.25M | Buy |
+22,433
| New | +$3.25M | 0.47% | 23 |
|