MBE 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 | $934K | Buy |
9,549
+123
| +1% | +$12K | 0.41% | 36 |
|
|
2025
Q1 | $827K | Buy |
9,426
+2,975
| +46% | +$261K | 0.4% | 36 |
|
|
2024
Q4 | $583K | Buy |
6,451
+3,427
| +113% | +$310K | 0.33% | 39 |
|
|
2024
Q3 | $244K | Buy |
+3,024
| New | +$244K | 0.13% | 83 |
|
|
2020
Q2 | – | Sell |
-1,710
| Closed | -$64K | – | 526 |
|
|
2020
Q1 | $64K | Buy |
+1,710
| New | +$64K | 0.06% | 101 |
|