MW
MBL Wealth’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
14,082
+484
| +4% | +$47.3K | 0.13% | 84 |
|
|
2025
Q1 | $1.19M | Buy |
13,598
+1,591
| +13% | +$140K | 0.12% | 81 |
|
|
2024
Q4 | $1.08M | Sell |
12,007
-3,365
| -22% | -$304K | 0.11% | 90 |
|
|
2024
Q3 | $1.24M | Sell |
15,372
-61
| -0.4% | -$4.93K | 0.13% | 80 |
|
|
2024
Q2 | $1.04M | Sell |
15,433
-3,238
| -17% | -$219K | 0.12% | 84 |
|
|
2024
Q1 | $1.12M | Buy |
18,671
+11,986
| +179% | +$721K | 0.13% | 77 |
|
|
2023
Q4 | $1.05M | Buy |
6,685
+960
| +17% | +$151K | 0.13% | 78 |
|
|
2023
Q3 | $916K | Buy |
5,725
+380
| +7% | +$60.8K | 0.13% | 74 |
|
|
2023
Q2 | $840K | Buy |
5,345
+1,689
| +46% | +$265K | 0.12% | 81 |
|
|
2023
Q1 | $539K | Buy |
3,656
+357
| +11% | +$52.6K | 0.08% | 94 |
|
|
2022
Q4 | $467K | Sell |
3,299
-238
| -7% | -$33.7K | 0.09% | 105 |
|
|
2022
Q3 | $459K | Buy |
+3,537
| New | +$459K | 0.1% | 100 |
|
|
2022
Q2 | – | Sell |
-2,917
| Closed | -$434K | – | 180 |
|
|
2022
Q1 | $434K | Buy |
+2,917
| New | +$434K | 0.11% | 106 |
|
|
2021
Q1 | $487K | Buy |
3,591
+130
| +4% | +$17.6K | 0.17% | 87 |
|
|
2020
Q4 | $499K | Buy |
+3,461
| New | +$499K | 0.2% | 74 |
|