Morse Asset 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 | $27.2K | Buy |
279
+84
| +43% | +$8.2K | 0.01% | 223 |
|
|
2025
Q1 | $17.1K | Buy |
195
+160
| +457% | +$14.1K | ﹤0.01% | 221 |
|
|
2024
Q4 | $3.18K | Hold |
35
| – | – | ﹤0.01% | 281 |
|
|
2024
Q3 | $2.85K | Buy |
+35
| New | +$2.85K | ﹤0.01% | 301 |
|
|
2020
Q1 | – | Sell |
-10,935
| Closed | -$433K | – | 130 |
|
|
2019
Q4 | $433K | Sell |
10,935
-993
| -8% | -$39.3K | 0.15% | 100 |
|
|
2019
Q3 | $472K | Buy |
11,928
+3,000
| +34% | +$119K | 0.18% | 91 |
|
|
2019
Q2 | $329K | Buy |
+8,928
| New | +$329K | 0.1% | 110 |
|