MPS Loria Financial Planners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
4,748
-140
| -3% | -$13.7K | 0.14% | 48 |
|
|
2025
Q1 | $429K | Buy |
4,888
+4
| +0.1% | +$351 | 0.13% | 46 |
|
|
2024
Q4 | $441K | Hold |
4,884
| – | – | 0.13% | 46 |
|
|
2024
Q3 | $394K | Sell |
4,884
-797
| -14% | -$64.4K | 0.12% | 51 |
|
|
2024
Q2 | $385K | Buy |
5,681
+11
| +0.2% | +$745 | 0.12% | 52 |
|
|
2024
Q1 | $341K | Sell |
5,670
-1,428
| -20% | -$85.9K | 0.11% | 58 |
|
|
2023
Q4 | $373K | Hold |
7,098
| – | – | 0.13% | 47 |
|
|
2023
Q3 | $378K | Hold |
7,098
| – | – | 0.15% | 42 |
|
|
2023
Q2 | $372K | Buy |
7,098
+6
| +0.1% | +$314 | 0.14% | 49 |
|
|
2023
Q1 | $349K | Sell |
7,092
-483
| -6% | -$23.7K | 0.14% | 48 |
|
|
2022
Q4 | $358K | Sell |
7,575
-1,071
| -12% | -$50.6K | 0.16% | 46 |
|
|
2022
Q3 | $374K | Buy |
8,646
+120
| +1% | +$5.19K | 0.15% | 44 |
|
|
2022
Q2 | $345K | Sell |
8,526
-240
| -3% | -$9.71K | 0.16% | 48 |
|
|
2022
Q1 | $435K | Sell |
8,766
-327
| -4% | -$16.2K | 0.18% | 47 |
|
|
2021
Q4 | $438K | Buy |
9,093
+330
| +4% | +$15.9K | 0.18% | 44 |
|
|
2021
Q3 | $407K | Buy |
8,763
+453
| +5% | +$21K | 0.19% | 44 |
|
|
2021
Q2 | $391K | Buy |
8,310
+9
| +0.1% | +$423 | 0.18% | 44 |
|
|
2021
Q1 | $375K | Sell |
8,301
-3
| -0% | -$136 | 0.17% | 47 |
|
|
2020
Q4 | $406K | Buy |
8,304
+981
| +13% | +$48K | 0.18% | 44 |
|
|
2020
Q3 | $342K | Buy |
7,323
+2,013
| +38% | +$94K | 0.18% | 43 |
|
|
2020
Q2 | $212K | Buy |
+5,310
| New | +$212K | 0.11% | 68 |
|
|
2017
Q3 | – | Sell |
-6,882
| Closed | -$185K | – | 344 |
|
|
2017
Q2 | $185K | Buy |
+6,882
| New | +$185K | 0.12% | 74 |
|