MLL
Moody Lynn & Lieberson’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
15,000
+2,150
| +17% | +$210K | 0.08% | 100 |
|
|
2025
Q1 | $1.13M | Sell |
12,850
-1,053
| -8% | -$92.4K | 0.07% | 108 |
|
|
2024
Q4 | $1.26M | Buy |
13,903
+121
| +0.9% | +$10.9K | 0.08% | 102 |
|
|
2024
Q3 | $1.11M | Buy |
13,782
+2,262
| +20% | +$183K | 0.07% | 117 |
|
|
2024
Q2 | $780K | Hold |
11,520
| – | – | 0.05% | 131 |
|
|
2024
Q1 | $693K | Buy |
11,520
+8,040
| +231% | +$484K | 0.05% | 137 |
|
|
2023
Q4 | $549K | Sell |
3,480
-24,572
| -88% | -$3.87M | 0.04% | 150 |
|
|
2023
Q3 | $4.49M | Buy |
28,052
+9,177
| +49% | +$1.47M | 0.38% | 51 |
|
|
2023
Q2 | $2.97M | Buy |
18,875
+14,171
| +301% | +$2.23M | 0.24% | 72 |
|
|
2023
Q1 | $694K | Sell |
4,704
-50
| -1% | -$7.37K | 0.06% | 129 |
|
|
2022
Q4 | $674K | Sell |
4,754
-16
| -0.3% | -$2.27K | 0.06% | 135 |
|
|
2022
Q3 | $619K | Sell |
4,770
-414
| -8% | -$53.7K | 0.06% | 129 |
|
|
2022
Q2 | $630K | Sell |
5,184
-30
| -0.6% | -$3.65K | 0.06% | 134 |
|
|
2022
Q1 | $776K | Sell |
5,214
-89
| -2% | -$13.2K | 0.06% | 132 |
|
|
2021
Q4 | $767K | Sell |
5,303
-2
| -0% | -$289 | 0.05% | 144 |
|
|
2021
Q3 | $739K | Hold |
5,305
| – | – | 0.06% | 139 |
|
|
2021
Q2 | $748K | Buy |
5,305
+52
| +1% | +$7.33K | 0.06% | 134 |
|
|
2021
Q1 | $714K | Buy |
5,253
+162
| +3% | +$22K | 0.06% | 132 |
|
|
2020
Q4 | $734K | Hold |
5,091
| – | – | 0.06% | 123 |
|
|
2020
Q3 | $712K | Sell |
5,091
-300
| -6% | -$42K | 0.07% | 118 |
|
|
2020
Q2 | $646K | Buy |
5,391
+250
| +5% | +$30K | 0.07% | 112 |
|
|
2020
Q1 | $584 | Sell |
5,141
-186
| -3% | -$21 | 0.08% | 98 |
|
|
2019
Q4 | $633K | Buy |
5,327
+217
| +4% | +$25.8K | 0.06% | 138 |
|
|
2019
Q3 | $606K | Hold |
5,110
| – | – | 0.07% | 121 |
|
|
2019
Q2 | $565K | Buy |
5,110
+75
| +1% | +$8.29K | 0.06% | 139 |
|
|
2019
Q1 | $491K | Hold |
5,035
| – | – | 0.06% | 144 |
|
|
2018
Q4 | $469K | Buy |
5,035
+199
| +4% | +$18.5K | 0.06% | 139 |
|
|
2018
Q3 | $454K | Buy |
4,836
+325
| +7% | +$30.5K | 0.05% | 164 |
|
|
2018
Q2 | $386K | Sell |
4,511
-514
| -10% | -$44K | 0.05% | 176 |
|
|
2018
Q1 | $447K | Buy |
5,025
+300
| +6% | +$26.7K | 0.05% | 163 |
|
|
2017
Q4 | $509K | Hold |
4,725
| – | – | 0.05% | 159 |
|
|
2017
Q3 | $369K | Hold |
4,725
| – | – | 0.04% | 181 |
|
|
2017
Q2 | $358K | Buy |
4,725
+1,000
| +27% | +$75.8K | 0.05% | 181 |
|
|
2017
Q1 | $268K | Hold |
3,725
| – | – | 0.04% | 158 |
|
|
2016
Q4 | $257K | Hold |
3,725
| – | – | 0.04% | 156 |
|
|
2016
Q3 | $269K | Hold |
3,725
| – | – | 0.04% | 153 |
|
|
2016
Q2 | $272K | Hold |
3,725
| – | – | 0.05% | 140 |
|
|
2016
Q1 | $255K | Hold |
3,725
| – | – | 0.04% | 146 |
|
|
2015
Q4 | $228K | Hold |
3,725
| – | – | 0.04% | 163 |
|
|
2015
Q3 | $242K | Hold |
3,725
| – | – | 0.05% | 154 |
|
|
2015
Q2 | $264K | Hold |
3,725
| – | – | 0.04% | 168 |
|
|
2015
Q1 | $306K | Hold |
3,725
| – | – | 0.05% | 153 |
|
|
2014
Q4 | $320K | Hold |
3,725
| – | – | 0.05% | 158 |
|
|
2014
Q3 | $285K | Hold |
3,725
| – | – | 0.04% | 156 |
|
|
2014
Q2 | $280K | Hold |
3,725
| – | – | 0.04% | 165 |
|
|
2014
Q1 | $285K | Sell |
3,725
-440
| -11% | -$33.7K | 0.04% | 167 |
|
|
2013
Q4 | $328K | Buy |
4,165
+440
| +12% | +$34.7K | 0.04% | 154 |
|
|
2013
Q3 | $276K | Sell |
3,725
-8
| -0.2% | -$593 | 0.04% | 151 |
|
|
2013
Q2 | $278K | Buy |
+3,733
| New | +$278K | 0.05% | 129 |
|