CWM
Cedar Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.6K | Buy |
824
+146
| +22% | +$14.3K | 0.03% | 100 |
|
|
2025
Q1 | $59.5K | Hold |
678
| – | – | 0.02% | 107 |
|
|
2024
Q4 | $61.3K | Hold |
678
| – | – | 0.02% | 99 |
|
|
2024
Q3 | $54.7K | Hold |
678
| – | – | 0.02% | 150 |
|
|
2024
Q2 | $45.9K | Hold |
678
| – | – | 0.01% | 164 |
|
|
2024
Q1 | $40.8K | Buy |
678
+452
| +200% | +$27.2K | 0.01% | 176 |
|
|
2023
Q4 | $35.6K | Hold |
226
| – | – | 0.01% | 172 |
|
|
2023
Q3 | $36.1K | Hold |
226
| – | – | 0.01% | 174 |
|
|
2023
Q2 | $35.5K | Hold |
226
| – | – | 0.01% | 180 |
|
|
2023
Q1 | $33.3K | Hold |
226
| – | – | 0.01% | 181 |
|
|
2022
Q4 | $32K | Hold |
226
| – | – | 0.02% | 169 |
|
|
2022
Q3 | $29K | Hold |
226
| – | – | 0.01% | 197 |
|
|
2022
Q2 | $27K | Hold |
226
| – | – | 0.01% | 206 |
|
|
2022
Q1 | $34K | Hold |
226
| – | – | 0.01% | 211 |
|
|
2021
Q4 | $33K | Hold |
226
| – | – | 0.01% | 211 |
|
|
2021
Q3 | $31K | Hold |
226
| – | – | 0.01% | 182 |
|
|
2021
Q2 | $32K | Hold |
226
| – | – | 0.01% | 188 |
|
|
2021
Q1 | $31K | Hold |
226
| – | – | 0.02% | 174 |
|
|
2020
Q4 | $33K | Hold |
226
| – | – | 0.02% | 150 |
|
|
2020
Q3 | $32K | Hold |
226
| – | – | 0.02% | 148 |
|
|
2020
Q2 | $27K | Hold |
226
| – | – | 0.02% | 153 |
|
|
2020
Q1 | $26K | Sell |
226
-226
| -50% | -$26K | 0.02% | 148 |
|
|
2019
Q4 | $54K | Buy |
+452
| New | +$54K | 0.03% | 87 |
|
|
2017
Q4 | – | Sell |
-55
| Closed | -$4K | – | 149 |
|
|
2017
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 120 |
|
|
2017
Q2 | $4K | Hold |
55
| – | – | ﹤0.01% | 118 |
|
|
2017
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 118 |
|
|
2016
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 114 |
|
|
2016
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 103 |
|
|
2016
Q2 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 110 |
|