MWS
Maxwell Wealth Strategies’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.97M | Buy |
43,901
+52
| +0.1% | +$4.7K | 1.62% | 17 |
|
|
2024
Q3 | $3.67M | Buy |
43,849
+5,442
| +14% | +$455K | 1.56% | 17 |
|
|
2024
Q2 | $2.6M | Sell |
38,407
-370
| -1% | -$25.1K | 1.27% | 25 |
|
|
2024
Q1 | $2.52M | Buy |
38,777
+21,093
| +119% | +$1.37M | 1.28% | 26 |
|
|
2023
Q4 | $2.79M | Buy |
+17,684
| New | +$2.79M | 1.82% | 15 |
|