MCM
Mendel Capital Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Sell |
53,003
-268
| -0.5% | -$26.2K | 2.95% | 8 |
|
|
2025
Q1 | $4.68M | Buy |
53,271
+899
| +2% | +$78.9K | 2.83% | 8 |
|
|
2024
Q4 | $4.73M | Sell |
52,372
-118
| -0.2% | -$10.7K | 2.87% | 8 |
|
|
2024
Q3 | $4.24M | Sell |
52,490
-1,177
| -2% | -$95K | 2.6% | 9 |
|
|
2024
Q2 | $3.63M | Sell |
53,667
-486
| -0.9% | -$32.9K | 2.35% | 9 |
|
|
2024
Q1 | $3.26M | Buy |
54,153
+35,764
| +194% | +$2.15M | 2.16% | 9 |
|
|
2023
Q4 | $2.9M | Buy |
18,389
+301
| +2% | +$47.5K | 2.08% | 9 |
|
|
2023
Q3 | $2.89M | Sell |
18,088
-115
| -0.6% | -$18.4K | 2.38% | 9 |
|
|
2023
Q2 | $2.86M | Buy |
18,203
+44
| +0.2% | +$6.92K | 2.29% | 9 |
|
|
2023
Q1 | $2.68M | Buy |
18,159
+155
| +0.9% | +$22.9K | 2.42% | 8 |
|
|
2022
Q4 | $2.55M | Sell |
18,004
-101
| -0.6% | -$14.3K | 2.66% | 8 |
|
|
2022
Q3 | $2.35M | Buy |
18,105
+511
| +3% | +$66.3K | 2.76% | 8 |
|
|
2022
Q2 | $2.14M | Sell |
17,594
-55
| -0.3% | -$6.69K | 2.39% | 8 |
|
|
2022
Q1 | $2.63M | Buy |
17,649
+251
| +1% | +$37.4K | 2.49% | 7 |
|
|
2021
Q4 | $2.52M | Buy |
+17,398
| New | +$2.52M | 2.31% | 7 |
|