MSWM
McGlone Suttner Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
22,063
+937
| +4% | +$91.6K | 0.33% | 31 |
|
|
2025
Q1 | $1.85M | Buy |
21,126
+2,033
| +11% | +$178K | 0.3% | 35 |
|
|
2024
Q4 | $1.73M | Buy |
19,093
+1,150
| +6% | +$104K | 0.29% | 37 |
|
|
2024
Q3 | $1.45M | Buy |
17,943
+11,872
| +196% | +$959K | 0.3% | 41 |
|
|
2024
Q2 | $957K | Sell |
6,071
-12,409
| -67% | -$1.96M | 0.2% | 55 |
|
|
2024
Q1 | $1.11M | Buy |
18,480
+12,409
| +204% | +$747K | 0.21% | 56 |
|
|
2023
Q4 | $957K | Sell |
6,071
-924
| -13% | -$146K | 0.19% | 55 |
|
|
2023
Q3 | $1.12M | Buy |
6,995
+179
| +3% | +$28.6K | 0.26% | 44 |
|
|
2023
Q2 | $1.07M | Buy |
6,816
+397
| +6% | +$62.4K | 0.24% | 47 |
|
|
2023
Q1 | $947K | Buy |
6,419
+304
| +5% | +$44.8K | 0.24% | 44 |
|
|
2022
Q4 | $867K | Buy |
+6,115
| New | +$867K | 0.28% | 49 |
|