CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Sell |
26,788
-248
| -0.9% | -$24.2K | 0.95% | 26 |
|
|
2025
Q1 | $2.47M | Buy |
27,036
+159
| +0.6% | +$14.5K | 1.02% | 26 |
|
|
2024
Q4 | $2.75M | Sell |
26,877
-164
| -0.6% | -$16.8K | 1.02% | 26 |
|
|
2024
Q3 | $2.23M | Sell |
27,041
-526
| -2% | -$43.4K | 0.85% | 30 |
|
|
2024
Q2 | $1.91M | Sell |
27,567
-60
| -0.2% | -$4.15K | 0.75% | 34 |
|
|
2024
Q1 | $1.66M | Buy |
27,627
+18,133
| +191% | +$1.09M | 0.7% | 36 |
|
|
2023
Q4 | $1.52M | Buy |
9,494
+34
| +0.4% | +$5.46K | 0.64% | 38 |
|
|
2023
Q3 | $1.54M | Hold |
9,460
| – | – | 0.72% | 34 |
|
|
2023
Q2 | $1.5M | Buy |
9,460
+37
| +0.4% | +$5.86K | 0.66% | 37 |
|
|
2023
Q1 | $1.44M | Sell |
9,423
-9
| -0.1% | -$1.37K | 0.66% | 38 |
|
|
2022
Q4 | $1.35M | Buy |
9,432
+33
| +0.4% | +$4.73K | 0.59% | 45 |
|
|
2022
Q3 | $1.29M | Buy |
9,399
+86
| +0.9% | +$11.8K | 0.61% | 45 |
|
|
2022
Q2 | $1.17M | Sell |
9,313
-76
| -0.8% | -$9.53K | 0.54% | 50 |
|
|
2022
Q1 | $1.48M | Buy |
9,389
+165
| +2% | +$26K | 0.61% | 45 |
|
|
2021
Q4 | $1.27M | Buy |
9,224
+320
| +4% | +$43.9K | 0.53% | 54 |
|
|
2021
Q3 | $1.33M | Buy |
8,904
+263
| +3% | +$39.3K | 0.53% | 51 |
|
|
2021
Q2 | $1.22M | Sell |
8,641
-150
| -2% | -$21.2K | 0.53% | 52 |
|
|
2021
Q1 | $1.22M | Buy |
8,791
+2,138
| +32% | +$296K | 0.54% | 48 |
|
|
2020
Q4 | $954K | Buy |
6,653
+125
| +2% | +$17.9K | 0.47% | 58 |
|
|
2020
Q3 | $966K | Buy |
6,528
+65
| +1% | +$9.62K | 0.51% | 56 |
|
|
2020
Q2 | $845K | Buy |
6,463
+411
| +7% | +$53.7K | 0.48% | 54 |
|
|
2020
Q1 | $748K | Sell |
6,052
-315
| -5% | -$38.9K | 0.46% | 54 |
|
|
2019
Q4 | $738K | Buy |
6,367
+1,160
| +22% | +$134K | 0.42% | 60 |
|
|
2019
Q3 | $623K | Sell |
5,207
-50
| -1% | -$5.98K | 0.38% | 59 |
|
|
2019
Q2 | $602K | Buy |
5,257
+390
| +8% | +$44.7K | 0.36% | 60 |
|
|
2019
Q1 | $475K | Buy |
4,867
+700
| +17% | +$68.3K | 0.3% | 69 |
|
|
2018
Q4 | $388K | Buy |
4,167
+50
| +1% | +$4.66K | 0.28% | 70 |
|
|
2018
Q3 | $386K | Hold |
4,117
| – | – | 0.24% | 74 |
|
|
2018
Q2 | $353K | Buy |
4,117
+100
| +2% | +$8.57K | 0.23% | 76 |
|
|
2018
Q1 | $352K | Buy |
+4,017
| New | +$352K | 0.24% | 74 |
|