KMWM
Keudell/Morrison Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
10,872
-233
| -2% | -$22.8K | 0.24% | 62 |
|
|
2025
Q1 | $975K | Sell |
11,105
-301
| -3% | -$26.4K | 0.23% | 63 |
|
|
2024
Q4 | $1.03M | Sell |
11,406
-81
| -0.7% | -$7.32K | 0.27% | 64 |
|
|
2024
Q3 | $928K | Sell |
11,487
-1,021
| -8% | -$82.4K | 0.25% | 68 |
|
|
2024
Q2 | $847K | Sell |
12,508
-292
| -2% | -$19.8K | 0.25% | 73 |
|
|
2024
Q1 | $770K | Buy |
12,800
+8,527
| +200% | +$513K | 0.23% | 81 |
|
|
2023
Q4 | $674K | Sell |
4,273
-133
| -3% | -$21K | 0.22% | 86 |
|
|
2023
Q3 | $705K | Buy |
4,406
+2
| +0% | +$320 | 0.21% | 76 |
|
|
2023
Q2 | $692K | Sell |
4,404
-81
| -2% | -$12.7K | 0.2% | 83 |
|
|
2023
Q1 | $661K | Sell |
4,485
-72
| -2% | -$10.6K | 0.19% | 84 |
|
|
2022
Q4 | $646K | Sell |
4,557
-74
| -2% | -$10.5K | 0.21% | 84 |
|
|
2022
Q3 | $601K | Sell |
4,631
-22
| -0.5% | -$2.86K | 0.22% | 86 |
|
|
2022
Q2 | $566K | Buy |
4,653
+183
| +4% | +$22.3K | 0.21% | 88 |
|
|
2022
Q1 | $666K | Buy |
4,470
+366
| +9% | +$54.5K | 0.28% | 85 |
|
|
2021
Q4 | $594K | Sell |
4,104
-492
| -11% | -$71.2K | 0.23% | 89 |
|
|
2021
Q3 | $641K | Buy |
4,596
+183
| +4% | +$25.5K | 0.27% | 82 |
|
|
2021
Q2 | $622K | Buy |
4,413
+277
| +7% | +$39K | 0.34% | 83 |
|
|
2021
Q1 | $562K | Buy |
4,136
+6
| +0.1% | +$815 | 0.33% | 88 |
|
|
2020
Q4 | $595K | Buy |
4,130
+119
| +3% | +$17.1K | 0.38% | 79 |
|
|
2020
Q3 | $561K | Buy |
4,011
+109
| +3% | +$15.2K | 0.36% | 77 |
|
|
2020
Q2 | $467K | Buy |
3,902
+638
| +20% | +$76.4K | 0.39% | 85 |
|
|
2020
Q1 | $371K | Buy |
3,264
+153
| +5% | +$17.4K | 0.36% | 91 |
|
|
2019
Q4 | $323K | Buy |
3,111
+400
| +15% | +$41.5K | 0.22% | 108 |
|
|
2019
Q3 | $322K | Buy |
2,711
+42
| +2% | +$4.99K | 0.27% | 102 |
|
|
2019
Q2 | $289K | Hold |
2,669
| – | – | 0.25% | 111 |
|
|
2019
Q1 | $260K | Buy |
+2,669
| New | +$260K | 0.23% | 112 |
|