ML
McAdam LLC’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $938K | Buy |
9,592
+319
| +3% | +$31.2K | 0.05% | 142 |
|
|
2025
Q1 | $814K | Sell |
9,273
-284
| -3% | -$24.9K | 0.05% | 140 |
|
|
2024
Q4 | $863K | Sell |
9,557
-2,385
| -20% | -$215K | 0.05% | 147 |
|
|
2024
Q3 | $964K | Buy |
11,942
+2,844
| +31% | +$230K | 0.05% | 135 |
|
|
2024
Q2 | $616K | Buy |
9,098
+714
| +9% | +$48.3K | 0.04% | 152 |
|
|
2024
Q1 | $504K | Buy |
8,384
+5,755
| +219% | +$346K | 0.03% | 170 |
|
|
2023
Q4 | $414K | Sell |
2,629
-740
| -22% | -$117K | 0.03% | 180 |
|
|
2023
Q3 | $539K | Buy |
3,369
+712
| +27% | +$114K | 0.04% | 150 |
|
|
2023
Q2 | $418K | Buy |
2,657
+333
| +14% | +$52.3K | 0.03% | 172 |
|
|
2023
Q1 | $343K | Sell |
2,324
-41
| -2% | -$6.05K | 0.03% | 183 |
|
|
2022
Q4 | $342K | Buy |
2,365
+88
| +4% | +$12.7K | 0.03% | 130 |
|
|
2022
Q3 | $295K | Buy |
2,277
+60
| +3% | +$7.77K | 0.03% | 168 |
|
|
2022
Q2 | $270K | Sell |
2,217
-85
| -4% | -$10.4K | 0.03% | 185 |
|
|
2022
Q1 | $343K | Sell |
2,302
-63
| -3% | -$9.39K | 0.03% | 149 |
|
|
2021
Q4 | $342K | Buy |
2,365
+31
| +1% | +$4.48K | 0.03% | 130 |
|
|
2021
Q3 | $325K | Buy |
2,334
+411
| +21% | +$57.2K | 0.04% | 126 |
|
|
2021
Q2 | $273K | Buy |
+1,923
| New | +$273K | 0.03% | 142 |
|
|
2018
Q4 | – | Sell |
-989
| Closed | -$94K | – | 624 |
|
|
2018
Q3 | $94K | Buy |
989
+21
| +2% | +$2K | 0.03% | 112 |
|
|
2018
Q2 | $83K | Buy |
968
+105
| +12% | +$9K | 0.03% | 116 |
|
|
2018
Q1 | $77K | Buy |
+863
| New | +$77K | 0.04% | 120 |
|