KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Sell |
6,256
-329
| -5% | -$32.2K | 0.48% | 39 |
|
|
2025
Q1 | $578K | Buy |
6,585
+197
| +3% | +$17.3K | 0.5% | 36 |
|
|
2024
Q4 | $577K | Sell |
6,388
-1,098
| -15% | -$99.2K | 0.43% | 34 |
|
|
2024
Q3 | $605K | Sell |
7,486
-1,640
| -18% | -$132K | 0.5% | 34 |
|
|
2024
Q2 | $618K | Sell |
9,126
-61
| -0.7% | -$4.13K | 0.58% | 29 |
|
|
2024
Q1 | $553K | Buy |
9,187
+6,103
| +198% | +$367K | 0.54% | 32 |
|
|
2023
Q4 | $486K | Buy |
3,084
+25
| +0.8% | +$3.94K | 0.49% | 35 |
|
|
2023
Q3 | $489K | Sell |
3,059
-22
| -0.7% | -$3.52K | 0.5% | 33 |
|
|
2023
Q2 | $484K | Buy |
3,081
+70
| +2% | +$11K | 0.47% | 37 |
|
|
2023
Q1 | $444K | Buy |
3,011
+150
| +5% | +$22.1K | 0.46% | 39 |
|
|
2022
Q4 | $406K | Buy |
2,861
+300
| +12% | +$42.6K | 0.47% | 36 |
|
|
2022
Q3 | $332K | Buy |
2,561
+42
| +2% | +$5.45K | 0.5% | 37 |
|
|
2022
Q2 | $306K | Sell |
2,519
-56
| -2% | -$6.8K | 0.46% | 40 |
|
|
2022
Q1 | $383K | Sell |
2,575
-28
| -1% | -$4.17K | 0.88% | 22 |
|
|
2021
Q4 | $377K | Sell |
2,603
-106
| -4% | -$15.4K | 0.46% | 41 |
|
|
2021
Q3 | $378K | Sell |
2,709
-2,298
| -46% | -$321K | 1.13% | 23 |
|
|
2021
Q2 | $706K | Buy |
5,007
+276
| +6% | +$38.9K | 0.28% | 61 |
|
|
2021
Q1 | $643K | Buy |
4,731
+470
| +11% | +$63.9K | 0.34% | 57 |
|
|
2020
Q4 | $614K | Buy |
4,261
+272
| +7% | +$39.2K | 0.36% | 60 |
|
|
2020
Q3 | $558K | Buy |
3,989
+18
| +0.5% | +$2.52K | 0.41% | 58 |
|
|
2020
Q2 | $476K | Buy |
3,971
+130
| +3% | +$15.6K | 0.43% | 55 |
|
|
2020
Q1 | $436K | Buy |
3,841
+594
| +18% | +$67.4K | 0.49% | 51 |
|
|
2019
Q4 | $386K | Buy |
+3,247
| New | +$386K | 0.33% | 64 |
|