PWM
PBMares Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
24,604
-50
| -0.2% | -$4.89K | 0.44% | 33 |
|
|
2025
Q1 | $2.16M | Sell |
24,654
-6,083
| -20% | -$534K | 0.43% | 35 |
|
|
2024
Q4 | $2.78M | Buy |
30,737
+170
| +0.6% | +$15.4K | 0.57% | 29 |
|
|
2024
Q3 | $2.47M | Buy |
30,567
+465
| +2% | +$37.5K | 0.52% | 28 |
|
|
2024
Q2 | $2.04M | Buy |
30,102
+1,715
| +6% | +$116K | 0.5% | 32 |
|
|
2024
Q1 | $1.71M | Buy |
28,387
+18,882
| +199% | +$1.14M | 0.44% | 38 |
|
|
2023
Q4 | $1.5M | Sell |
9,505
-150
| -2% | -$23.6K | 0.45% | 40 |
|
|
2023
Q3 | $1.54M | Hold |
9,655
| – | – | 0.56% | 32 |
|
|
2023
Q2 | $1.52M | Sell |
9,655
-462
| -5% | -$72.6K | 0.54% | 35 |
|
|
2023
Q1 | $1.49M | Buy |
10,117
+1,592
| +19% | +$235K | 0.55% | 32 |
|
|
2022
Q4 | $1.21M | Hold |
8,525
| – | – | 0.49% | 38 |
|
|
2022
Q3 | $1.11M | Buy |
8,525
+401
| +5% | +$52K | 0.48% | 40 |
|
|
2022
Q2 | $988K | Buy |
8,124
+121
| +2% | +$14.7K | 0.42% | 49 |
|
|
2022
Q1 | $1.19M | Buy |
8,003
+118
| +1% | +$17.6K | 0.73% | 33 |
|
|
2021
Q4 | $1.14M | Buy |
7,885
+184
| +2% | +$26.6K | 0.48% | 44 |
|
|
2021
Q3 | $1.07M | Buy |
7,701
+30
| +0.4% | +$4.18K | 0.51% | 39 |
|
|
2021
Q2 | $1.08M | Buy |
7,671
+1
| +0% | +$141 | 0.59% | 38 |
|
|
2021
Q1 | $1.04M | Buy |
7,670
+433
| +6% | +$58.8K | 0.85% | 33 |
|
|
2020
Q4 | $1.04M | Buy |
7,237
+270
| +4% | +$38.9K | 1.2% | 23 |
|
|
2020
Q3 | $975K | Buy |
6,967
+87
| +1% | +$12.2K | 1.43% | 18 |
|
|
2020
Q2 | $824K | Hold |
6,880
| – | – | 1.24% | 23 |
|
|
2020
Q1 | $782K | Buy |
6,880
+83
| +1% | +$9.43K | 1.23% | 24 |
|
|
2019
Q4 | $808K | Buy |
+6,797
| New | +$808K | 0.96% | 32 |
|