Morton Brown Family Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $132K | Sell |
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|
2025
Q2 | $143K | Hold |
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|
2025
Q1 | $128K | Buy |
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|
2024
Q4 | $88.3K | Hold |
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|
2024
Q3 | $78.9K | Buy |
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|
2024
Q2 | $48K | Hold |
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|
2024
Q1 | $40.8K | Sell |
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|
2023
Q4 | $52.3K | Buy |
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|
2023
Q3 | $36.1K | Hold |
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|
2023
Q2 | $35.5K | Buy |
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|
2023
Q1 | $31.8K | Hold |
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|
2022
Q4 | $30.6K | Hold |
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|
2022
Q3 | $28K | Sell |
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|
2022
Q2 | $30K | Buy |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $31K | Buy |
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