HBWM
Hollow Brook Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Sell |
54,886
-354
| -0.6% | -$34.6K | 1.56% | 20 |
|
|
2025
Q1 | $4.85M | Sell |
55,240
-1,626
| -3% | -$143K | 1.42% | 22 |
|
|
2024
Q4 | $5.14M | Sell |
56,866
-2,097
| -4% | -$189K | 1.58% | 24 |
|
|
2024
Q3 | $4.76M | Buy |
58,963
+3,630
| +7% | +$293K | 1.41% | 23 |
|
|
2024
Q2 | $3.75M | Buy |
55,333
+3,703
| +7% | +$251K | 1.27% | 25 |
|
|
2024
Q1 | $3.11M | Buy |
51,630
+34,532
| +202% | +$2.08M | 1.15% | 28 |
|
|
2023
Q4 | $2.71M | Buy |
17,098
+20
| +0.1% | +$3.16K | 1.08% | 29 |
|
|
2023
Q3 | $2.73M | Buy |
17,078
+90
| +0.5% | +$14.4K | 1.14% | 27 |
|
|
2023
Q2 | $2.67M | Sell |
16,988
-344
| -2% | -$54.1K | 1.15% | 28 |
|
|
2023
Q1 | $2.56M | Buy |
17,332
+641
| +4% | +$94.5K | 1.21% | 26 |
|
|
2022
Q4 | $2.38M | Buy |
16,691
+416
| +3% | +$59.2K | 1.14% | 23 |
|
|
2022
Q3 | $2.11M | Sell |
16,275
-26
| -0.2% | -$3.37K | 1.2% | 23 |
|
|
2022
Q2 | $1.98M | Sell |
16,301
-279
| -2% | -$33.9K | 1.09% | 23 |
|
|
2022
Q1 | $2.47M | Sell |
16,580
-135
| -0.8% | -$20.1K | 1.1% | 21 |
|
|
2021
Q4 | $2.42M | Buy |
16,715
+1,865
| +13% | +$270K | 1.24% | 21 |
|
|
2021
Q3 | $2.07M | Sell |
14,850
-528
| -3% | -$73.6K | 1.28% | 22 |
|
|
2021
Q2 | $2.17M | Buy |
15,378
+132
| +0.9% | +$18.6K | 1.35% | 20 |
|
|
2021
Q1 | $2.07M | Sell |
15,246
-1,139
| -7% | -$155K | 1.36% | 20 |
|
|
2020
Q4 | $2.36M | Sell |
16,385
-288
| -2% | -$41.5K | 1.41% | 21 |
|
|
2020
Q3 | $2.33M | Sell |
16,673
-32
| -0.2% | -$4.48K | 1.45% | 20 |
|
|
2020
Q2 | $2M | Buy |
+16,705
| New | +$2M | 1.53% | 20 |
|