Montz Harcus Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $711K | Buy |
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|
2025
Q2 | $565K | Buy |
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|
2025
Q1 | $501K | Buy |
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|
2024
Q4 | $480K | Buy |
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $361K | Buy |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $272K | Buy |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $213K | Buy |
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