MorganRosel 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 | $52.9K | Buy |
541
+478
| +759% | +$46.7K | 0.01% | 179 |
|
|
2025
Q1 | $5.53K | Buy |
+63
| New | +$5.53K | ﹤0.01% | 271 |
|
|
2020
Q3 | – | Sell |
-16,938
| Closed | -$676K | – | 82 |
|
|
2020
Q2 | $676K | Sell |
16,938
-1,731
| -9% | -$69.1K | 0.63% | 30 |
|
|
2020
Q1 | $707K | Sell |
18,669
-1,548
| -8% | -$58.6K | 0.81% | 21 |
|
|
2019
Q4 | $801K | Sell |
20,217
-1,560
| -7% | -$61.8K | 0.61% | 30 |
|
|
2019
Q3 | $861K | Sell |
21,777
-1,044
| -5% | -$41.3K | 0.71% | 24 |
|
|
2019
Q2 | $840K | Sell |
22,821
-729
| -3% | -$26.8K | 0.69% | 31 |
|
|
2019
Q1 | $766K | Sell |
23,550
-1,494
| -6% | -$48.6K | 0.65% | 37 |
|
|
2018
Q4 | $778K | Buy |
+25,044
| New | +$778K | 0.81% | 28 |
|