RLWM
RF&L Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Hold |
29,400
| – | – | 1.85% | 21 |
|
|
2025
Q1 | $2.58M | Hold |
29,400
| – | – | 1.85% | 20 |
|
|
2024
Q4 | $2.66M | Hold |
29,400
| – | – | 1.88% | 19 |
|
|
2024
Q3 | $2.37M | Hold |
29,400
| – | – | 1.68% | 20 |
|
|
2024
Q2 | $1.99M | Hold |
29,400
| – | – | 1.51% | 20 |
|
|
2024
Q1 | $1.77M | Buy |
29,400
+19,600
| +200% | +$1.18M | 1.36% | 20 |
|
|
2023
Q4 | $1.54M | Buy |
9,800
+1,200
| +14% | +$189K | 1.28% | 21 |
|
|
2023
Q3 | $1.38M | Hold |
8,600
| – | – | 1.28% | 21 |
|
|
2023
Q2 | $1.35M | Hold |
8,600
| – | – | 1.23% | 21 |
|
|
2023
Q1 | $1.27M | Hold |
8,600
| – | – | 1.23% | 21 |
|
|
2022
Q4 | $1.22M | Buy |
+8,600
| New | +$1.22M | 1.26% | 19 |
|