MPS Loria Financial Planners’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $530K | Hold |
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|
2025
Q3 | $490K | Buy |
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|
2025
Q2 | $464K | Sell |
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|
2025
Q1 | $429K | Buy |
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|
2024
Q4 | $441K | Hold |
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|
2024
Q3 | $394K | Sell |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $378K | Hold |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $349K | Sell |
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|
2022
Q4 | $358K | Sell |
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|
2022
Q3 | $374K | Buy |
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|
2022
Q2 | $345K | Sell |
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|
2022
Q1 | $435K | Sell |
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|
2021
Q4 | $438K | Buy |
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|
2021
Q3 | $407K | Buy |
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|
2021
Q2 | $391K | Buy |
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|
2021
Q1 | $375K | Sell |
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|
2020
Q4 | $406K | Buy |
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|
2020
Q3 | $342K | Buy |
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|
2020
Q2 | $212K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $185K | Buy |
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