Montz Harcus Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
5,775
+71
| +1% | +$6.94K | 0.27% | 40 |
|
|
2025
Q1 | $501K | Buy |
5,704
+392
| +7% | +$34.4K | 0.27% | 41 |
|
|
2024
Q4 | $480K | Buy |
5,312
+28
| +0.5% | +$2.53K | 0.27% | 41 |
|
|
2024
Q3 | $427K | Sell |
5,284
-51
| -1% | -$4.12K | 0.25% | 41 |
|
|
2024
Q2 | $361K | Buy |
5,335
+92
| +2% | +$6.23K | 0.23% | 41 |
|
|
2024
Q1 | $315K | Buy |
5,243
+62
| +1% | +$3.73K | 0.21% | 44 |
|
|
2023
Q4 | $272K | Buy |
5,181
+606
| +13% | +$31.9K | 0.21% | 43 |
|
|
2023
Q3 | $244K | Buy |
4,575
+27
| +0.6% | +$1.44K | 0.21% | 42 |
|
|
2023
Q2 | $238K | Buy |
4,548
+30
| +0.7% | +$1.57K | 0.2% | 46 |
|
|
2023
Q1 | $222K | Buy |
4,518
+6
| +0.1% | +$295 | 0.21% | 50 |
|
|
2022
Q4 | $213K | Buy |
+4,512
| New | +$213K | 0.21% | 50 |
|