MWM
MGB Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Buy |
38,016
+2,473
| +7% | +$242K | 1.22% | 14 |
|
|
2025
Q1 | $3.11M | Buy |
35,543
+1,917
| +6% | +$168K | 1.13% | 15 |
|
|
2024
Q4 | $3.04M | Buy |
33,626
+1,274
| +4% | +$115K | 0.94% | 17 |
|
|
2024
Q3 | $2.61M | Hold |
32,352
| – | – | 0.95% | 20 |
|
|
2024
Q2 | $2.24M | Hold |
32,352
| – | – | 0.84% | 25 |
|
|
2024
Q1 | $1.95M | Buy |
32,352
+21,718
| +204% | +$1.31M | 0.79% | 29 |
|
|
2023
Q4 | $1.68M | Buy |
+10,634
| New | +$1.68M | 0.84% | 30 |
|