MAWCM
Mine & Arao Wealth Creation & Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,921
| Closed | -$116K | – | 368 |
|
|
2024
Q1 | $116K | Buy |
1,921
+1,281
| +200% | +$77.1K | 0.06% | 96 |
|
|
2023
Q4 | $101K | Hold |
640
| – | – | 0.05% | 105 |
|
|
2023
Q3 | $102K | Hold |
640
| – | – | 0.06% | 98 |
|
|
2023
Q2 | $101K | Sell |
640
-2
| -0.3% | -$314 | 0.06% | 104 |
|
|
2023
Q1 | $94.6K | Buy |
642
+204
| +47% | +$30K | 0.06% | 103 |
|
|
2022
Q4 | $62K | Sell |
438
-203
| -32% | -$28.8K | 0.05% | 124 |
|
|
2022
Q3 | $83K | Sell |
641
-98
| -13% | -$12.7K | 0.06% | 107 |
|
|
2022
Q2 | $90K | Buy |
739
+102
| +16% | +$12.4K | 0.06% | 109 |
|
|
2022
Q1 | $95K | Hold |
637
| – | – | 0.06% | 114 |
|
|
2021
Q4 | $92K | Hold |
637
| – | – | 0.05% | 118 |
|
|
2021
Q3 | $89K | Hold |
637
| – | – | 0.05% | 108 |
|
|
2021
Q2 | $89K | Hold |
637
| – | – | 0.05% | 111 |
|
|
2021
Q1 | $86K | Buy |
637
+1
| +0.2% | +$135 | 0.06% | 108 |
|
|
2020
Q4 | $92K | Hold |
636
| – | – | 0.07% | 99 |
|
|
2020
Q3 | $89K | Buy |
636
+12
| +2% | +$1.68K | 0.07% | 94 |
|
|
2020
Q2 | $75K | Hold |
624
| – | – | 0.07% | 96 |
|
|
2020
Q1 | $71K | Hold |
624
| – | – | 0.08% | 89 |
|
|
2019
Q4 | $74K | Buy |
+624
| New | +$74K | 0.07% | 103 |
|