CWM
Cornerstone Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
176,079
+765
| +0.4% | +$74.8K | 1.05% | 13 |
|
|
2025
Q1 | $15.4M | Buy |
175,314
+5,930
| +4% | +$521K | 1.04% | 15 |
|
|
2024
Q4 | $15.3M | Buy |
169,384
+35,386
| +26% | +$3.2M | 1.03% | 16 |
|
|
2024
Q3 | $10.8M | Buy |
133,998
+8,201
| +7% | +$662K | 0.76% | 23 |
|
|
2024
Q2 | $8.52M | Buy |
125,797
+5,666
| +5% | +$384K | 0.66% | 31 |
|
|
2024
Q1 | $7.23M | Buy |
120,131
+82,300
| +218% | +$4.95M | 0.59% | 34 |
|
|
2023
Q4 | $5.96M | Sell |
37,831
-1,716
| -4% | -$271K | 0.51% | 45 |
|
|
2023
Q3 | $6.33M | Buy |
39,547
+1,619
| +4% | +$259K | 0.6% | 36 |
|
|
2023
Q2 | $5.96M | Buy |
37,928
+869
| +2% | +$137K | 0.53% | 42 |
|
|
2023
Q1 | $5.46M | Buy |
+37,059
| New | +$5.46M | 0.54% | 43 |
|
|
2022
Q3 | $4.77M | Buy |
36,801
+1,761
| +5% | +$228K | 0.53% | 42 |
|
|
2022
Q2 | $4.26M | Buy |
35,040
+209
| +0.6% | +$25.4K | 0.47% | 46 |
|
|
2022
Q1 | $5.19M | Buy |
34,831
+407
| +1% | +$60.6K | 0.5% | 43 |
|
|
2021
Q4 | $4.96M | Buy |
34,424
+592
| +2% | +$85.3K | 0.47% | 43 |
|
|
2021
Q3 | $4.72M | Sell |
33,832
-3,028
| -8% | -$422K | 0.5% | 39 |
|
|
2021
Q2 | $5.2M | Buy |
36,860
+1,133
| +3% | +$160K | 0.55% | 34 |
|
|
2021
Q1 | $4.85M | Buy |
35,727
+3,350
| +10% | +$455K | 0.57% | 31 |
|
|
2020
Q4 | $4.67M | Buy |
32,377
+2,747
| +9% | +$396K | 0.59% | 31 |
|
|
2020
Q3 | $4.15M | Buy |
29,630
+2,867
| +11% | +$401K | 0.61% | 28 |
|
|
2020
Q2 | $3.21M | Buy |
26,763
+1,388
| +5% | +$166K | 0.52% | 34 |
|
|
2020
Q1 | $2.88M | Buy |
25,375
+1,264
| +5% | +$144K | 0.56% | 31 |
|
|
2019
Q4 | $2.87M | Buy |
24,111
+824
| +4% | +$97.9K | 0.46% | 46 |
|
|
2019
Q3 | $2.76M | Sell |
23,287
-754
| -3% | -$89.5K | 0.49% | 43 |
|
|
2019
Q2 | $2.66M | Buy |
24,041
+1,063
| +5% | +$118K | 0.48% | 41 |
|
|
2019
Q1 | $3.23M | Buy |
22,978
+2,489
| +12% | +$350K | 0.39% | 55 |
|
|
2018
Q4 | $1.91M | Sell |
20,489
-1,568,297
| -99% | -$146M | 0.41% | 47 |
|
|
2018
Q3 | $19.7M | Sell |
1,588,786
-229,502
| -13% | -$2.85M | 0.25% | 95 |
|
|
2018
Q2 | $21.6M | Buy |
1,818,288
+1,797,403
| +8,606% | +$21.4M | 0.24% | 93 |
|
|
2018
Q1 | $1.79M | Buy |
20,885
+909
| +5% | +$77.8K | 0.34% | 59 |
|
|
2017
Q4 | $2.03M | Buy |
19,976
+246
| +1% | +$25K | 0.38% | 48 |
|
|
2017
Q3 | $1.58M | Buy |
19,730
+2,401
| +14% | +$192K | 0.33% | 61 |
|
|
2017
Q2 | $1.27M | Buy |
17,329
+1,326
| +8% | +$96.9K | 0.28% | 78 |
|
|
2017
Q1 | $1.14M | Buy |
16,003
+695
| +5% | +$49.6K | 0.28% | 76 |
|
|
2016
Q4 | $1.05M | Sell |
15,308
-6,438
| -30% | -$442K | 0.34% | 60 |
|
|
2016
Q3 | $1.56M | Buy |
+21,746
| New | +$1.56M | 0.58% | 31 |
|