JWM
Jackson Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
15,088
-212
| -1% | -$20.7K | 0.16% | 80 |
|
|
2025
Q1 | $1.34M | Buy |
15,300
+926
| +6% | +$81.3K | 0.16% | 83 |
|
|
2024
Q4 | $1.3M | Buy |
14,374
+5,473
| +61% | +$495K | 0.15% | 85 |
|
|
2024
Q3 | $719K | Buy |
8,901
+300
| +3% | +$24.2K | 0.09% | 95 |
|
|
2024
Q2 | $582K | Hold |
8,601
| – | – | 0.12% | 91 |
|
|
2024
Q1 | $518K | Buy |
8,601
+5,951
| +225% | +$358K | 0.06% | 101 |
|
|
2023
Q4 | $418K | Hold |
2,650
| – | – | 0.06% | 111 |
|
|
2023
Q3 | $424K | Hold |
2,650
| – | – | 0.06% | 110 |
|
|
2023
Q2 | $417K | Hold |
2,650
| – | – | 0.06% | 100 |
|
|
2023
Q1 | $391K | Buy |
+2,650
| New | +$391K | 0.29% | 94 |
|
|
2022
Q4 | – | Sell |
-2,693
| Closed | -$349K | – | 117 |
|
|
2022
Q3 | $349K | Buy |
+2,693
| New | +$349K | 0.07% | 97 |
|
|
2022
Q2 | – | Sell |
-3,894
| Closed | -$580K | – | 125 |
|
|
2022
Q1 | $580K | Sell |
3,894
-200
| -5% | -$29.8K | 0.08% | 100 |
|
|
2021
Q4 | $592K | Buy |
+4,094
| New | +$592K | 0.07% | 100 |
|
|
2021
Q3 | – | Sell |
-3,805
| Closed | -$537K | – | 126 |
|
|
2021
Q2 | $537K | Hold |
3,805
| – | – | 0.07% | 104 |
|
|
2021
Q1 | $517K | Sell |
3,805
-73
| -2% | -$9.92K | 0.08% | 106 |
|
|
2020
Q4 | $559K | Sell |
3,878
-2,000
| -34% | -$288K | 0.08% | 111 |
|
|
2020
Q3 | $822K | Buy |
5,878
+299
| +5% | +$41.8K | 0.12% | 104 |
|
|
2020
Q2 | $668K | Sell |
5,579
-247
| -4% | -$29.6K | 0.12% | 106 |
|
|
2020
Q1 | $720K | Buy |
5,826
+1,700
| +41% | +$210K | 0.15% | 89 |
|
|
2019
Q4 | $470K | Buy |
4,126
+450
| +12% | +$51.3K | 0.08% | 137 |
|
|
2019
Q3 | $440K | Sell |
3,676
-32,375
| -90% | -$3.88M | 0.09% | 115 |
|
|
2019
Q2 | $4.04M | Buy |
36,051
+12,175
| +51% | +$1.36M | 0.88% | 28 |
|
|
2019
Q1 | $2.33M | Buy |
+23,876
| New | +$2.33M | 0.57% | 50 |
|
|
2018
Q2 | – | Sell |
-37,783
| Closed | -$3.3M | – | 111 |
|
|
2018
Q1 | $3.3M | Sell |
37,783
-72,913
| -66% | -$6.36M | 0.92% | 28 |
|
|
2017
Q4 | $11.1M | Buy |
110,696
+52,974
| +92% | +$5.32M | 2.82% | 5 |
|
|
2017
Q3 | $4.86M | Buy |
+57,722
| New | +$4.86M | 1.31% | 18 |
|
|
2015
Q2 | – | Sell |
-2,960
| Closed | -$243K | – | 124 |
|
|
2015
Q1 | $243K | Buy |
+2,960
| New | +$243K | 0.08% | 103 |
|