Mascoma Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $56.2K | Hold |
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|
2025
Q2 | $53.3K | Hold |
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|
2025
Q1 | $47.8K | Sell |
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|
2024
Q4 | $67.3K | Buy |
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|
2024
Q3 | $25.2K | Hold |
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|
2024
Q2 | $21.1K | Hold |
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|
2024
Q1 | $18.8K | Hold |
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|
2023
Q4 | $16.4K | Hold |
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|
2023
Q3 | $16.6K | Hold |
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|
2023
Q2 | $16.7K | Sell |
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|
2023
Q1 | $80K | Sell |
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|
2022
Q4 | $85.6K | Hold |
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|
2022
Q3 | $78K | Buy |
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|
2022
Q2 | $73K | Sell |
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|
2022
Q1 | $91K | Hold |
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|
2021
Q4 | $88K | Buy |
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|
2021
Q3 | $84K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $81K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $33K | Hold |
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|
2019
Q1 | $29K | Buy |
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|
2018
Q4 | $26K | Buy |
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|
2018
Q3 | $16K | Hold |
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|
2018
Q2 | $15K | Hold |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $18K | Hold |
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|
2017
Q3 | $14K | Hold |
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|
2017
Q2 | $13K | Sell |
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|
2017
Q1 | $85K | Sell |
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|
2016
Q4 | $86K | Buy |
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