Kerntke Otto McGlone Wealth Management Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $600K | Sell |
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|
2025
Q2 | $612K | Sell |
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|
2025
Q1 | $578K | Buy |
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|
2024
Q4 | $577K | Sell |
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|
2024
Q3 | $605K | Sell |
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|
2024
Q2 | $618K | Sell |
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|
2024
Q1 | $553K | Sell |
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|
2023
Q4 | $486K | Buy |
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|
2023
Q3 | $489K | Sell |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $444K | Buy |
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|
2022
Q4 | $406K | Buy |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $383K | Sell |
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|
2021
Q4 | $377K | Sell |
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|
2021
Q3 | $378K | Sell |
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|
2021
Q2 | $706K | Buy |
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|
2021
Q1 | $643K | Buy |
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|
2020
Q4 | $614K | Buy |
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|
2020
Q3 | $558K | Buy |
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|
2020
Q2 | $476K | Buy |
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|
2020
Q1 | $436K | Buy |
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|
2019
Q4 | $386K | Buy |
|