MAG
Mokosak Advisory Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
5,729
+27
| +0.5% | +$2.64K | 0.16% | 20 |
|
|
2025
Q1 | $501K | Buy |
5,702
+919
| +19% | +$80.7K | 0.15% | 19 |
|
|
2024
Q4 | $432K | Hold |
4,783
| – | – | 0.13% | 20 |
|
|
2024
Q3 | $386K | Buy |
4,783
+13
| +0.3% | +$1.05K | 0.12% | 22 |
|
|
2024
Q2 | $323K | Sell |
4,770
-47
| -1% | -$3.18K | 0.11% | 23 |
|
|
2024
Q1 | $290K | Buy |
4,817
+3,219
| +201% | +$194K | 0.1% | 25 |
|
|
2023
Q4 | $252K | Sell |
1,598
-148
| -8% | -$23.4K | 0.09% | 24 |
|
|
2023
Q3 | $279K | Buy |
1,746
+5
| +0.3% | +$800 | 0.11% | 23 |
|
|
2023
Q2 | $274K | Buy |
1,741
+283
| +19% | +$44.5K | 0.11% | 22 |
|
|
2023
Q1 | $215K | Buy |
1,458
+10
| +0.7% | +$1.47K | 0.09% | 23 |
|
|
2022
Q4 | $206K | Sell |
1,448
-176
| -11% | -$25K | 0.09% | 23 |
|
|
2022
Q3 | $211K | Buy |
+1,624
| New | +$211K | 0.1% | 23 |
|
|
2022
Q2 | – | Sell |
-1,603
| Closed | -$239K | – | 25 |
|
|
2022
Q1 | $239K | Buy |
1,603
+5
| +0.3% | +$745 | 0.1% | 23 |
|
|
2021
Q4 | $231K | Hold |
1,598
| – | – | 0.09% | 25 |
|
|
2021
Q3 | $223K | Buy |
+1,598
| New | +$223K | 0.09% | 24 |
|