RDWM
Red Door Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
153,863
+13,810
| +10% | +$1.35M | 1.8% | 13 |
|
|
2025
Q1 | $12.3M | Buy |
140,053
+3,203
| +2% | +$281K | 1.82% | 13 |
|
|
2024
Q4 | $12.4M | Buy |
136,850
+5,783
| +4% | +$522K | 1.89% | 10 |
|
|
2024
Q3 | $10.6M | Buy |
131,067
+7,484
| +6% | +$604K | 1.76% | 12 |
|
|
2024
Q2 | $8.37M | Buy |
123,583
+6,235
| +5% | +$422K | 1.47% | 18 |
|
|
2024
Q1 | $7.06M | Buy |
117,348
+79,077
| +207% | +$4.76M | 1.36% | 24 |
|
|
2023
Q4 | $6.03M | Buy |
38,271
+1,980
| +5% | +$312K | 1.31% | 25 |
|
|
2023
Q3 | $5.8M | Sell |
36,291
-1,657
| -4% | -$265K | 1.45% | 21 |
|
|
2023
Q2 | $5.96M | Buy |
37,948
+4,685
| +14% | +$736K | 1.32% | 19 |
|
|
2023
Q1 | $4.9M | Buy |
33,263
+1,195
| +4% | +$176K | 1.54% | 23 |
|
|
2022
Q4 | $4.55M | Buy |
32,068
+2,031
| +7% | +$288K | 1.49% | 23 |
|
|
2022
Q3 | $3.9M | Buy |
30,037
+287
| +1% | +$37.2K | 1.48% | 22 |
|
|
2022
Q2 | $3.62M | Buy |
29,750
+2,173
| +8% | +$264K | 1.34% | 27 |
|
|
2022
Q1 | $4.11M | Buy |
27,577
+2,234
| +9% | +$333K | 1.38% | 26 |
|
|
2021
Q4 | $3.67M | Buy |
25,343
+1,866
| +8% | +$270K | 1.2% | 29 |
|
|
2021
Q3 | $3.27M | Buy |
23,477
+1,814
| +8% | +$253K | 1.25% | 27 |
|
|
2021
Q2 | $3.06M | Buy |
21,663
+2,396
| +12% | +$338K | 1.19% | 27 |
|
|
2021
Q1 | $2.62M | Buy |
19,267
+7,454
| +63% | +$1.01M | 1.34% | 29 |
|
|
2020
Q4 | $1.7M | Buy |
11,813
+504
| +4% | +$72.7K | 1% | 30 |
|
|
2020
Q3 | $1.59M | Sell |
11,309
-10
| -0.1% | -$1.41K | 1.17% | 29 |
|
|
2020
Q2 | $1.36M | Buy |
11,319
+1,028
| +10% | +$123K | 0.99% | 30 |
|
|
2020
Q1 | $1.17M | Buy |
10,291
+2,358
| +30% | +$268K | 1.11% | 27 |
|
|
2019
Q4 | $920K | Buy |
+7,933
| New | +$920K | 0.82% | 37 |
|