McClarren Financial Advisors’s Walmart Inc WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$592K	Buy	4,763 +736	+18%	+$90.4K	0.35%	46
2025 Q4	$530K	Buy	4,027 +2,656	+194%	+$285K	0.32%	47
2025 Q3	$490K	Sell	1,371 -3,373	-71%	-$336K	0.3%	47
2025 Q2	$464K	Buy	4,744 +3,423	+259%	+$326K	0.3%	48
2025 Q1	$414K	Buy	+1,321	New	+$124K	0.27%	50
2024 Q4	–	Sell	-1,218	Closed	-$2.2K	–	329
2024 Q3	$2.2K	Buy	1,218 +948	+351%	+$69.6K	0.28%	29
2024 Q2	$184K	Sell	270 -2,449	-90%	-$154K	0.13%	75
2024 Q1	$164K	Buy	2,719 +1,669	+159%	+$95.5K	0.12%	79
2023 Q4	$55K	Buy	1,050 +3	+0.3%	+$159	0.04%	151
2023 Q3	$55K	Hold	1,047	–	–	0.05%	136
2023 Q2	$54K	Buy	1,047 +9	+0.9%	+$454	0.04%	149
2023 Q1	$50K	Buy	1,038 +3	+0.3%	+$142	0.05%	145
2022 Q4	$49K	Buy	1,035 +9	+0.9%	+$427	0.05%	150
2022 Q3	$44K	Buy	+1,026	New	+$44.9K	0.04%	142
2022 Q2	–	Sell	-423	Closed	-$21K	–	292
2022 Q1	$21K	Hold	423	–	–	0.02%	173
2021 Q4	$21K	Buy	423 +3	+0.7%	+$143	0.01%	189
2021 Q3	$19K	Buy	420 +3	+0.7%	+$145	0.01%	169
2021 Q2	$19K	Sell	417 -624	-60%	-$29.1K	0.02%	184
2021 Q1	$47K	Buy	1,041 +3	+0.3%	+$139	0.04%	111
2020 Q4	$50K	Buy	+1,038	New	+$50.4K	0.05%	101