MB, Levis & Associates’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Buy
18,490
+347
+2% +$33.9K 0.79% 23
2025
Q1
$1.59M Buy
18,143
+15
+0.1% +$1.32K 0.74% 24
2024
Q4
$1.64M Sell
18,128
-111
-0.6% -$10K 0.82% 23
2024
Q3
$1.47M Buy
18,239
+80
+0.4% +$6.46K 0.73% 25
2024
Q2
$1.23M Buy
18,159
+204
+1% +$13.8K 0.65% 25
2024
Q1
$1.08M Buy
17,955
+243
+1% +$14.6K 0.58% 29
2023
Q4
$931K Buy
17,712
+12,240
+224% +$643K 0.53% 30
2023
Q3
$292K Buy
5,472
+18
+0.3% +$959 0.19% 52
2023
Q2
$286K Buy
5,454
+39
+0.7% +$2.04K 0.18% 52
2023
Q1
$266K Buy
5,415
+21
+0.4% +$1.03K 0.19% 53
2022
Q4
$255K Buy
+5,394
New +$255K 0.2% 48