KJWM
Kiley Juergens Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
24,858
+94
| +0.4% | +$9.19K | 0.56% | 38 |
|
|
2025
Q1 | $2.17M | Buy |
24,764
+591
| +2% | +$51.9K | 0.58% | 36 |
|
|
2024
Q4 | $2.18M | Buy |
24,173
+94
| +0.4% | +$8.49K | 0.55% | 34 |
|
|
2024
Q3 | $1.94M | Buy |
24,079
+896
| +4% | +$72.4K | 0.5% | 38 |
|
|
2024
Q2 | $1.57M | Buy |
23,183
+7,863
| +51% | +$532K | 0.44% | 39 |
|
|
2024
Q1 | $922K | Buy |
+15,320
| New | +$922K | 0.29% | 44 |
|
|
2018
Q4 | – | Sell |
-3,097
| Closed | -$290K | – | 661 |
|
|
2018
Q3 | $290K | Buy |
3,097
+1,163
| +60% | +$109K | 0.22% | 75 |
|
|
2018
Q2 | $165K | Buy |
+1,934
| New | +$165K | 0.15% | 97 |
|
|
2018
Q1 | – | Sell |
-1,927
| Closed | -$190K | – | 611 |
|
|
2017
Q4 | $190K | Buy |
+1,927
| New | +$190K | 0.17% | 84 |
|