Morton Brown Family Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Hold |
1,459
| – | – | 0.04% | 71 |
|
|
2025
Q1 | $128K | Buy |
1,459
+481
| +49% | +$42.2K | 0.04% | 71 |
|
|
2024
Q4 | $88.3K | Hold |
978
| – | – | 0.03% | 87 |
|
|
2024
Q3 | $78.9K | Buy |
978
+300
| +44% | +$24.2K | 0.03% | 81 |
|
|
2024
Q2 | $48K | Hold |
678
| – | – | 0.02% | 93 |
|
|
2024
Q1 | $40.8K | Sell |
678
-318
| -32% | -$19.1K | 0.02% | 95 |
|
|
2023
Q4 | $52.3K | Buy |
996
+318
| +47% | +$16.7K | 0.02% | 98 |
|
|
2023
Q3 | $36.1K | Hold |
678
| – | – | 0.02% | 89 |
|
|
2023
Q2 | $35.5K | Buy |
678
+30
| +5% | +$1.57K | 0.02% | 86 |
|
|
2023
Q1 | $31.8K | Hold |
648
| – | – | 0.02% | 90 |
|
|
2022
Q4 | $30.6K | Hold |
648
| – | – | 0.02% | 88 |
|
|
2022
Q3 | $28K | Sell |
648
-78
| -11% | -$3.37K | 0.02% | 83 |
|
|
2022
Q2 | $30K | Buy |
726
+78
| +12% | +$3.22K | 0.02% | 80 |
|
|
2022
Q1 | $32K | Hold |
648
| – | – | 0.02% | 81 |
|
|
2021
Q4 | $31K | Buy |
+648
| New | +$31K | 0.02% | 89 |
|