Mowery & Schoenfeld Wealth Management’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
$1.39M Buy
2025
Q2
$971K Hold
2025
Q1
$871K Hold
2024
Q4
$897K Buy
2024
Q3
$754K Sell
2024
Q2
$656K Buy
2024
Q1
$580K Buy
2023
Q4
$473K Buy