MSWM
Mader & Shannon Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
2,412
-482
| -17% | -$47.1K | 0.13% | 22 |
|
|
2025
Q1 | $254K | Buy |
2,894
+9
| +0.3% | +$790 | 0.15% | 21 |
|
|
2024
Q4 | $261K | Buy |
+2,885
| New | +$261K | 0.16% | 21 |
|
|
2022
Q3 | – | Sell |
-41,001
| Closed | -$4.99M | – | 22 |
|
|
2022
Q2 | $4.99M | Sell |
41,001
-634
| -2% | -$77.1K | 2.98% | 14 |
|
|
2022
Q1 | $6.2M | Buy |
41,635
+8,832
| +27% | +$1.32M | 3.37% | 14 |
|
|
2021
Q4 | $4.75M | Buy |
32,803
+376
| +1% | +$54.4K | 2.63% | 16 |
|
|
2021
Q3 | $4.52M | Sell |
32,427
-34
| -0.1% | -$4.74K | 2.89% | 16 |
|
|
2021
Q2 | $4.58M | Buy |
32,461
+905
| +3% | +$128K | 2.36% | 22 |
|
|
2021
Q1 | $4.29M | Sell |
31,556
-14,894
| -32% | -$2.02M | 2.51% | 20 |
|
|
2020
Q4 | $6.7M | Buy |
46,450
+2,212
| +5% | +$319K | 4.44% | 5 |
|
|
2020
Q3 | $6.19M | Buy |
44,238
+593
| +1% | +$83K | 4.84% | 7 |
|
|
2020
Q2 | $5.23M | Buy |
43,645
+1,313
| +3% | +$157K | 4.26% | 7 |
|
|
2020
Q1 | $4.81M | Sell |
42,332
-914
| -2% | -$104K | 4.26% | 7 |
|
|
2019
Q4 | $5.14M | Buy |
43,246
+2,047
| +5% | +$243K | 4.14% | 7 |
|
|
2019
Q3 | $4.89M | Sell |
41,199
-1,505
| -4% | -$179K | 3.87% | 8 |
|
|
2019
Q2 | $4.72M | Sell |
42,704
-1,296
| -3% | -$143K | 4.01% | 6 |
|
|
2019
Q1 | $4.29M | Buy |
44,000
+2,232
| +5% | +$218K | 3.85% | 6 |
|
|
2018
Q4 | $3.89M | Sell |
41,768
-15
| -0% | -$1.4K | 3.17% | 7 |
|
|
2018
Q3 | $3.92M | Sell |
41,783
-3,655
| -8% | -$343K | 3.04% | 8 |
|
|
2018
Q2 | $3.89M | Buy |
+45,438
| New | +$3.89M | 4.7% | 5 |
|