MWM
MinichMacGregor Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
5,258
-3,528
| -40% | -$347K | 0.11% | 67 |
|
|
2025
Q1 | $775K | Buy |
8,786
+811
| +10% | +$71.6K | 0.17% | 55 |
|
|
2024
Q4 | $724K | Buy |
7,975
+1,713
| +27% | +$156K | 0.15% | 57 |
|
|
2024
Q3 | $510K | Buy |
6,262
+8
| +0.1% | +$652 | 0.11% | 66 |
|
|
2024
Q2 | $428K | Buy |
6,254
+97
| +2% | +$6.65K | 0.1% | 66 |
|
|
2024
Q1 | $375K | Buy |
6,157
+4,094
| +198% | -$1.95K | 0.1% | 74 |
|
|
2023
Q4 | $325K | Buy |
2,063
+79
| +4% | +$12.5K | 0.09% | 77 |
|
|
2023
Q3 | $317K | Sell |
1,984
-95
| -5% | -$15.2K | 0.11% | 68 |
|
|
2023
Q2 | $327K | Buy |
2,079
+106
| +5% | +$16.7K | 0.1% | 72 |
|
|
2023
Q1 | $291K | Buy |
1,973
+28
| +1% | +$4.13K | 0.1% | 75 |
|
|
2022
Q4 | $276K | Hold |
1,945
| – | – | 0.1% | 64 |
|
|
2022
Q3 | $252K | Sell |
1,945
-12
| -0.6% | -$1.56K | 0.1% | 69 |
|
|
2022
Q2 | $238K | Sell |
1,957
-26
| -1% | -$3.16K | 0.1% | 67 |
|
|
2022
Q1 | $295K | Sell |
1,983
-25
| -1% | -$3.72K | 0.09% | 75 |
|
|
2021
Q4 | $290K | Sell |
2,008
-162
| -7% | -$23.4K | 0.09% | 74 |
|
|
2021
Q3 | $302K | Buy |
2,170
+2
| +0.1% | +$278 | 0.1% | 66 |
|
|
2021
Q2 | $305K | Sell |
2,168
-315
| -13% | -$44.3K | 0.11% | 65 |
|
|
2021
Q1 | $337K | Sell |
2,483
-10
| -0.4% | -$1.36K | 0.13% | 65 |
|
|
2020
Q4 | $359K | Buy |
2,493
+545
| +28% | +$78.5K | 0.15% | 57 |
|
|
2020
Q3 | $272K | Buy |
1,948
+26
| +1% | +$3.63K | 0.13% | 50 |
|
|
2020
Q2 | $230K | Buy |
1,922
+89
| +5% | +$10.7K | 0.13% | 54 |
|
|
2020
Q1 | $236K | Sell |
1,833
-275
| -13% | -$35.4K | 0.21% | 73 |
|
|
2019
Q4 | $250K | Sell |
2,108
-398
| -16% | -$47.2K | 0.14% | 48 |
|
|
2019
Q3 | $297K | Buy |
2,506
+542
| +28% | +$64.2K | 0.2% | 42 |
|
|
2019
Q2 | $217K | Buy |
+1,964
| New | +$217K | 0.15% | 42 |
|
|
2019
Q1 | – | Sell |
-20,350
| Closed | -$1.59M | – | 117 |
|
|
2018
Q4 | $1.59M | Buy |
20,350
+18,597
| +1,061% | +$1.45M | 1.09% | 33 |
|
|
2018
Q3 | $165K | Buy |
1,753
+629
| +56% | +$59.2K | 0.11% | 50 |
|
|
2018
Q2 | $94K | Sell |
1,124
-223
| -17% | -$18.6K | 0.07% | 82 |
|
|
2018
Q1 | $119K | Sell |
1,347
-30
| -2% | -$2.65K | 0.09% | 63 |
|
|
2017
Q4 | $136K | Buy |
1,377
+81
| +6% | +$8K | 0.11% | 54 |
|
|
2017
Q3 | $101K | Buy |
1,296
+2
| +0.2% | +$156 | 0.08% | 64 |
|
|
2017
Q2 | $97K | Buy |
1,294
+9
| +0.7% | +$675 | 0.08% | 65 |
|
|
2017
Q1 | $92K | Buy |
1,285
+2
| +0.2% | +$143 | 0.08% | 68 |
|
|
2016
Q4 | $88K | Hold |
1,283
| – | – | 0.08% | 70 |
|
|
2016
Q3 | $92K | Buy |
1,283
+2
| +0.2% | +$143 | 0.09% | 74 |
|
|
2016
Q2 | $93K | Sell |
1,281
-15
| -1% | -$1.09K | 0.09% | 71 |
|
|
2016
Q1 | $88K | Buy |
1,296
+79
| +6% | +$5.36K | 0.08% | 72 |
|
|
2015
Q4 | $90K | Buy |
+1,217
| New | +$90K | 0.08% | 66 |
|