Moody Lynn & Lieberson’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $780K | Hold |
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|
2024
Q1 | $693K | Buy |
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|
2023
Q4 | $549K | Sell |
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|
2023
Q3 | $4.49M | Buy |
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|
2023
Q2 | $2.97M | Buy |
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|
2023
Q1 | $694K | Sell |
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|
2022
Q4 | $674K | Sell |
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|
2022
Q3 | $619K | Sell |
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|
2022
Q2 | $630K | Sell |
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|
2022
Q1 | $776K | Sell |
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|
2021
Q4 | $767K | Sell |
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|
2021
Q3 | $739K | Hold |
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|
2021
Q2 | $748K | Buy |
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|
2021
Q1 | $714K | Buy |
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|
2020
Q4 | $734K | Hold |
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|
2020
Q3 | $712K | Sell |
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|
2020
Q2 | $646K | Buy |
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|
2020
Q1 | $584 | Sell |
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|
2019
Q4 | $633K | Buy |
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|
2019
Q3 | $606K | Hold |
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|
2019
Q2 | $565K | Buy |
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|
2019
Q1 | $491K | Hold |
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|
2018
Q4 | $469K | Buy |
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|
2018
Q3 | $454K | Buy |
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|
2018
Q2 | $386K | Sell |
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|
2018
Q1 | $447K | Buy |
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|
2017
Q4 | $509K | Hold |
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|
2017
Q3 | $369K | Hold |
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|
2017
Q2 | $358K | Buy |
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|
2017
Q1 | $268K | Hold |
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|
2016
Q4 | $257K | Hold |
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|
2016
Q3 | $269K | Hold |
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|
2016
Q2 | $272K | Hold |
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|
2016
Q1 | $255K | Hold |
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|
2015
Q4 | $228K | Hold |
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|
2015
Q3 | $242K | Hold |
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|
2015
Q2 | $264K | Hold |
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|
2015
Q1 | $306K | Hold |
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|
2014
Q4 | $320K | Hold |
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|
2014
Q3 | $285K | Hold |
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|
2014
Q2 | $280K | Hold |
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|
2014
Q1 | $285K | Sell |
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|
2013
Q4 | $328K | Buy |
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|
2013
Q3 | $276K | Sell |
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|
2013
Q2 | $278K | Buy |
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