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Cranbrook Wealth Management’s Walmart WMT Stock Holding History

Cranbrook Wealth Management’s Portfolio WMT Stock Details WMT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$252K Buy
2,575
+87
+3% +$8.51K 0.05% 106
2025
Q1 		$218K Buy
2,488
+87
+4% +$7.64K 0.05% 105
2024
Q4 		$217K Hold
2,401
– – 0.05% 104
2024
Q3 		$194K Buy
2,401
+24
+1% +$1.94K 0.04% 113
2024
Q2 		$161K Buy
2,377
+1
+0% +$68 0.04% 118
2024
Q1 		$143K Buy
2,376
+1,584
+200% +$95.3K 0.04% 107
2023
Q4 		$125K Hold
792
– – 0.03% 113
2023
Q3 		$127K Buy
792
+1
+0.1% +$160 0.04% 103
2023
Q2 		$124K Hold
791
– – 0.03% 108
2023
Q1 		$117K Hold
791
– – 0.03% 112
2022
Q4 		$112K Hold
791
– – 0.03% 117
2022
Q3 		$103K Hold
791
– – 0.03% 123
2022
Q2 		$96K Buy
791
+1
+0.1% +$121 0.02% 127
2022
Q1 		$118K Buy
790
+75
+10% +$11.2K 0.03% 129
2021
Q4 		$103K Hold
715
– – 0.02% 128
2021
Q3 		$100K Buy
715
+75
+12% +$10.5K 0.02% 133
2021
Q2 		$90K Sell
640
-74
-10% -$10.4K 0.02% 138
2021
Q1 		$97K Buy
714
+75
+12% +$10.2K 0.02% 133
2020
Q4 		$92K Hold
639
– – 0.02% 130
2020
Q3 		$89K Hold
639
– – 0.03% 118
2020
Q2 		$77K Buy
639
+1
+0.2% +$121 0.02% 120
2020
Q1 		$73K Hold
638
– – 0.02% 118
2019
Q4 		$76K Sell
638
-8
-1% -$953 0.02% 119
2019
Q3 		$77K Buy
646
+139
+27% +$16.6K 0.02% 118
2019
Q2 		$56K Hold
507
– – 0.02% 126
2019
Q1 		$49K Hold
507
– – 0.02% 130
2018
Q4 		$47K Hold
507
– – 0.02% 123
2018
Q3 		$48K Hold
507
– – 0.02% 121
2018
Q2 		$43K Hold
507
– – 0.02% 127
2018
Q1 		$45K Hold
507
– – 0.02% 123
2017
Q4 		$50K Hold
507
– – 0.02% 119
2017
Q3 		$40K Hold
507
– – 0.02% 126
2017
Q2 		$38K Hold
507
– – 0.02% 129
2017
Q1 		$37K Hold
507
– – 0.02% 119
2016
Q4 		$35K Hold
507
– – 0.02% 126
2016
Q3 		$37K Hold
507
– – 0.02% 115
2016
Q2 		$37K Hold
507
– – 0.02% 107
2016
Q1 		$35K Hold
507
– – 0.02% 113
2015
Q4 		$31K Hold
507
– – 0.02% 118
2015
Q3 		$33K Hold
507
– – 0.02% 117
2015
Q2 		$36K Hold
507
– – 0.02% 119
2015
Q1 		$42K Hold
507
– – 0.02% 110
2014
Q4 		$44K Hold
507
– – 0.03% 110
2014
Q3 		$39K Hold
507
– – 0.03% 90
2014
Q2 		$38K Hold
507
– – 0.03% 94
2014
Q1 		$39K Sell
507
-507
-50% -$39K 0.03% 91
2013
Q4 		$80K Buy
+1,014
New +$80K 0.05% 90