MGWM
Marks Group Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Hold |
3,954
| – | – | 0.04% | 247 |
|
|
2025
Q1 | $347K | Hold |
3,954
| – | – | 0.03% | 265 |
|
|
2024
Q4 | $357K | Hold |
3,954
| – | – | 0.04% | 241 |
|
|
2024
Q3 | $319K | Sell |
3,954
-521
| -12% | -$42.1K | 0.03% | 254 |
|
|
2024
Q2 | $303K | Sell |
4,475
-241
| -5% | -$16.3K | 0.03% | 253 |
|
|
2024
Q1 | $284K | Buy |
4,716
+3,101
| +192% | -$7.76K | 0.03% | 267 |
|
|
2023
Q4 | $255K | Buy |
1,615
+182
| +13% | +$28.7K | 0.03% | 272 |
|
|
2023
Q3 | $229K | Hold |
1,433
| – | – | 0.03% | 264 |
|
|
2023
Q2 | $225K | Sell |
1,433
-30
| -2% | -$4.72K | 0.03% | 264 |
|
|
2023
Q1 | $216K | Buy |
+1,463
| New | +$216K | 0.03% | 268 |
|