MSWM
Mowery & Schoenfeld Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Hold |
9,925
| – | – | 1.47% | 13 |
|
|
2025
Q1 | $871K | Hold |
9,925
| – | – | 1.71% | 12 |
|
|
2024
Q4 | $897K | Buy |
9,925
+588
| +6% | +$53.1K | 1.74% | 13 |
|
|
2024
Q3 | $754K | Sell |
9,337
-348
| -4% | -$28.1K | 1.19% | 15 |
|
|
2024
Q2 | $656K | Buy |
9,685
+48
| +0.5% | +$3.25K | 0.94% | 16 |
|
|
2024
Q1 | $580K | Buy |
9,637
+6,637
| +221% | +$399K | 1.12% | 16 |
|
|
2023
Q4 | $473K | Buy |
+3,000
| New | +$473K | 0.96% | 18 |
|