Mascoma Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.3K | Hold |
545
| – | – | 0.01% | 183 |
|
|
2025
Q1 | $47.8K | Sell |
545
-200
| -27% | -$17.6K | 0.01% | 191 |
|
|
2024
Q4 | $67.3K | Buy |
745
+433
| +139% | +$39.1K | 0.02% | 174 |
|
|
2024
Q3 | $25.2K | Hold |
312
| – | – | 0.01% | 244 |
|
|
2024
Q2 | $21.1K | Hold |
312
| – | – | 0.01% | 264 |
|
|
2024
Q1 | $18.8K | Hold |
312
| – | – | 0.01% | 265 |
|
|
2023
Q4 | $16.4K | Hold |
312
| – | – | ﹤0.01% | 281 |
|
|
2023
Q3 | $16.6K | Hold |
312
| – | – | 0.01% | 287 |
|
|
2023
Q2 | $16.7K | Sell |
312
-1,278
| -80% | -$68.4K | 0.01% | 284 |
|
|
2023
Q1 | $80K | Sell |
1,590
-222
| -12% | -$11.2K | 0.02% | 186 |
|
|
2022
Q4 | $85.6K | Hold |
1,812
| – | – | 0.03% | 177 |
|
|
2022
Q3 | $78K | Buy |
1,812
+3
| +0.2% | +$129 | 0.03% | 192 |
|
|
2022
Q2 | $73K | Sell |
1,809
-18
| -1% | -$726 | 0.02% | 209 |
|
|
2022
Q1 | $91K | Hold |
1,827
| – | – | 0.03% | 196 |
|
|
2021
Q4 | $88K | Buy |
1,827
+24
| +1% | +$1.16K | 0.03% | 174 |
|
|
2021
Q3 | $84K | Buy |
+1,803
| New | +$84K | 0.03% | 167 |
|
|
2021
Q2 | – | Sell |
-1,797
| Closed | -$81K | – | 431 |
|
|
2021
Q1 | $81K | Buy |
+1,797
| New | +$81K | 0.03% | 168 |
|
|
2019
Q3 | – | Sell |
-903
| Closed | -$33K | – | 347 |
|
|
2019
Q2 | $33K | Hold |
903
| – | – | 0.02% | 188 |
|
|
2019
Q1 | $29K | Buy |
903
+78
| +9% | +$2.51K | 0.02% | 195 |
|
|
2018
Q4 | $26K | Buy |
825
+300
| +57% | +$9.46K | 0.02% | 194 |
|
|
2018
Q3 | $16K | Hold |
525
| – | – | 0.01% | 254 |
|
|
2018
Q2 | $15K | Hold |
525
| – | – | 0.01% | 246 |
|
|
2018
Q1 | $16K | Hold |
525
| – | – | 0.01% | 239 |
|
|
2017
Q4 | $18K | Hold |
525
| – | – | 0.01% | 224 |
|
|
2017
Q3 | $14K | Hold |
525
| – | – | 0.01% | 257 |
|
|
2017
Q2 | $13K | Sell |
525
-3,000
| -85% | -$74.3K | 0.01% | 270 |
|
|
2017
Q1 | $85K | Sell |
3,525
-207
| -6% | -$4.99K | 0.06% | 113 |
|
|
2016
Q4 | $86K | Buy |
+3,732
| New | +$86K | 0.06% | 109 |
|