MWM
Mattern Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Sell |
41,363
-9,963
| -19% | -$974K | 0.84% | 23 |
|
|
2025
Q1 | $4.51M | Buy |
51,326
+2,613
| +5% | +$229K | 1% | 21 |
|
|
2024
Q4 | $4.4M | Sell |
48,713
-5,910
| -11% | -$534K | 0.97% | 23 |
|
|
2024
Q3 | $4.41M | Sell |
54,623
-125
| -0.2% | -$10.1K | 0.97% | 20 |
|
|
2024
Q2 | $3.71M | Sell |
54,748
-2,236
| -4% | -$151K | 0.89% | 26 |
|
|
2024
Q1 | $3.43M | Buy |
56,984
+38,638
| +211% | +$2.32M | 0.83% | 32 |
|
|
2023
Q4 | $2.89M | Buy |
18,346
+462
| +3% | +$72.8K | 0.74% | 36 |
|
|
2023
Q3 | $2.86M | Sell |
17,884
-3,336
| -16% | -$534K | 0.84% | 30 |
|
|
2023
Q2 | $3.34M | Buy |
21,220
+1,996
| +10% | +$314K | 0.97% | 23 |
|
|
2023
Q1 | $2.83M | Buy |
19,224
+159
| +0.8% | +$23.4K | 0.94% | 25 |
|
|
2022
Q4 | $2.7M | Buy |
19,065
+205
| +1% | +$29.1K | 1.09% | 25 |
|
|
2022
Q3 | $2.45M | Buy |
18,860
+451
| +2% | +$58.5K | 0.98% | 26 |
|
|
2022
Q2 | $2.24M | Sell |
18,409
-561
| -3% | -$68.2K | 0.88% | 31 |
|
|
2022
Q1 | $2.83M | Buy |
18,970
+2,257
| +14% | +$336K | 0.93% | 33 |
|
|
2021
Q4 | $2.42M | Sell |
16,713
-1,491
| -8% | -$216K | 0.71% | 36 |
|
|
2021
Q3 | $2.54M | Buy |
18,204
+221
| +1% | +$30.8K | 0.85% | 31 |
|
|
2021
Q2 | $2.55M | Sell |
17,983
-72
| -0.4% | -$10.2K | 0.81% | 33 |
|
|
2021
Q1 | $2.45M | Sell |
18,055
-308
| -2% | -$41.8K | 0.86% | 31 |
|
|
2020
Q4 | $2.65M | Buy |
18,363
+238
| +1% | +$34.3K | 1% | 26 |
|
|
2020
Q3 | $2.54M | Sell |
18,125
-1,521
| -8% | -$213K | 1.09% | 28 |
|
|
2020
Q2 | $2.35M | Buy |
19,646
+810
| +4% | +$97K | 1.14% | 25 |
|
|
2020
Q1 | $2.14M | Buy |
18,836
+882
| +5% | +$100K | 1.54% | 16 |
|
|
2019
Q4 | $2.13M | Buy |
+17,954
| New | +$2.13M | 1.28% | 23 |
|