McClarren Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $490K | Sell |
|
|||||
|
2025
Q2 | $464K | Buy |
|
|||||
|
2025
Q1 | $414K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $2.2K | Buy |
|
|||||
|
2024
Q2 | $184K | Sell |
|
|||||
|
2024
Q1 | $164K | Buy |
|
|||||
|
2023
Q4 | $55K | Buy |
|
|||||
|
2023
Q3 | $55K | Hold |
|
|||||
|
2023
Q2 | $54K | Buy |
|
|||||
|
2023
Q1 | $50K | Buy |
|
|||||
|
2022
Q4 | $49K | Buy |
|
|||||
|
2022
Q3 | $44K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $21K | Hold |
|
|||||
|
2021
Q4 | $21K | Buy |
|
|||||
|
2021
Q3 | $19K | Buy |
|
|||||
|
2021
Q2 | $19K | Sell |
|
|||||
|
2021
Q1 | $47K | Buy |
|
|||||
|
2020
Q4 | $50K | Buy |
|