RWB
RMR Wealth Builders’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
30,825
-169
| -0.5% | -$16.5K | 0.27% | 48 |
|
|
2025
Q1 | $2.72M | Buy |
30,994
+1,161
| +4% | +$102K | 0.29% | 45 |
|
|
2024
Q4 | $2.7M | Buy |
29,833
+2,215
| +8% | +$200K | 0.28% | 47 |
|
|
2024
Q3 | $2.23M | Buy |
27,618
+34
| +0.1% | +$2.75K | 0.24% | 52 |
|
|
2024
Q2 | $1.87M | Buy |
27,584
+5,300
| +24% | +$359K | 0.21% | 58 |
|
|
2024
Q1 | $1.34M | Buy |
22,284
+16,573
| +290% | +$997K | 0.16% | 79 |
|
|
2023
Q4 | $900K | Buy |
5,711
+960
| +20% | +$151K | 0.13% | 92 |
|
|
2023
Q3 | $760K | Buy |
4,751
+3,103
| +188% | +$496K | 0.12% | 92 |
|
|
2023
Q2 | $259K | Buy |
1,648
+4
| +0.2% | +$629 | 0.04% | 176 |
|
|
2023
Q1 | $242K | Buy |
+1,644
| New | +$242K | 0.05% | 181 |
|
|
2022
Q3 | – | Sell |
-1,859
| Closed | -$226K | – | 215 |
|
|
2022
Q2 | $226K | Buy |
1,859
+3
| +0.2% | +$365 | 0.06% | 170 |
|
|
2022
Q1 | $276K | Sell |
1,856
-131
| -7% | -$19.5K | 0.06% | 167 |
|
|
2021
Q4 | $289K | Buy |
1,987
+100
| +5% | +$14.5K | 0.08% | 92 |
|
|
2021
Q3 | $263K | Buy |
1,887
+2
| +0.1% | +$279 | 0.08% | 152 |
|
|
2021
Q2 | $266K | Sell |
1,885
-490
| -21% | -$69.1K | 0.09% | 149 |
|
|
2021
Q1 | $323K | Buy |
2,375
+723
| +44% | +$98.3K | 0.08% | 128 |
|
|
2020
Q4 | $238K | Sell |
1,652
-768
| -32% | -$111K | 0.12% | 139 |
|
|
2020
Q3 | $339K | Buy |
2,420
+2,220
| +1,110% | +$311K | 0.09% | 146 |
|
|
2020
Q2 | $24K | Buy |
+200
| New | +$24K | 0.02% | 293 |
|
|
2019
Q4 | $42K | Buy |
+350
| New | +$42K | 0.04% | 249 |
|