RZH
Relyea Zuckerberg Hanson’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
17,853
+2,010
| +13% | +$197K | 0.2% | 72 |
|
|
2025
Q1 | $1.39M | Buy |
15,843
+55
| +0.3% | +$4.83K | 0.19% | 75 |
|
|
2024
Q4 | $1.43M | Buy |
15,788
+1,034
| +7% | +$93.4K | 0.19% | 76 |
|
|
2024
Q3 | $1.19M | Buy |
14,754
+353
| +2% | +$28.5K | 0.18% | 76 |
|
|
2024
Q2 | $975K | Buy |
14,401
+1,069
| +8% | +$72.4K | 0.16% | 79 |
|
|
2024
Q1 | $802K | Buy |
13,332
+8,948
| +204% | +$538K | 0.14% | 83 |
|
|
2023
Q4 | $691K | Buy |
4,384
+879
| +25% | +$139K | 0.13% | 92 |
|
|
2023
Q3 | $561K | Buy |
3,505
+43
| +1% | +$6.88K | 0.13% | 97 |
|
|
2023
Q2 | $544K | Buy |
3,462
+372
| +12% | +$58.5K | 0.12% | 104 |
|
|
2023
Q1 | $456K | Buy |
3,090
+52
| +2% | +$7.67K | 0.11% | 111 |
|
|
2022
Q4 | $431K | Buy |
3,038
+506
| +20% | +$71.7K | 0.12% | 110 |
|
|
2022
Q3 | $328K | Buy |
2,532
+839
| +50% | +$109K | 0.12% | 110 |
|
|
2022
Q2 | $206K | Sell |
1,693
-427
| -20% | -$52K | 0.08% | 136 |
|
|
2022
Q1 | $333K | Sell |
2,120
-10
| -0.5% | -$1.57K | 0.11% | 122 |
|
|
2021
Q4 | $299K | Buy |
2,130
+243
| +13% | +$34.1K | 0.11% | 125 |
|
|
2021
Q3 | $263K | Buy |
1,887
+324
| +21% | +$45.2K | 0.1% | 124 |
|
|
2021
Q2 | $220K | Buy |
+1,563
| New | +$220K | 0.09% | 123 |
|