UCMOK
United Capital Management of KS’s Walmart WMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.64M | Sell |
88,390
-852
| -1% | -$83.3K | 1.35% | 25 |
|
2025
Q1 | $7.83M | Sell |
89,242
-743
| -0.8% | -$65.2K | 1.62% | 20 |
|
2024
Q4 | $8.13M | Sell |
89,985
-319
| -0.4% | -$28.8K | 1.48% | 22 |
|
2024
Q3 | $7.29M | Sell |
90,304
-16,197
| -15% | -$1.31M | 1.59% | 22 |
|
2024
Q2 | $7.21M | Buy |
106,501
+16
| +0% | +$1.08K | 1.59% | 21 |
|
2024
Q1 | $6.41M | Buy |
106,485
+71,319
| +203% | +$4.29M | 1.47% | 24 |
|
2023
Q4 | $5.54M | Buy |
35,166
+972
| +3% | +$153K | 1.68% | 20 |
|
2023
Q3 | $5.47M | Buy |
34,194
+5
| +0% | +$800 | 1.86% | 18 |
|
2023
Q2 | $5.37M | Buy |
34,189
+791
| +2% | +$124K | 1.72% | 18 |
|
2023
Q1 | $4.92M | Buy |
33,398
+1,188
| +4% | +$175K | 1.84% | 15 |
|
2022
Q4 | $4.57M | Buy |
32,210
+1,724
| +6% | +$244K | 1.88% | 16 |
|
2022
Q3 | $3.95M | Buy |
30,486
+766
| +3% | +$99.3K | 1.85% | 19 |
|
2022
Q2 | $3.61M | Buy |
29,720
+1,028
| +4% | +$125K | 1.7% | 22 |
|
2022
Q1 | $4.27M | Buy |
28,692
+823
| +3% | +$123K | 1.66% | 26 |
|
2021
Q4 | $4.03M | Buy |
27,869
+1,358
| +5% | +$196K | 1.5% | 26 |
|
2021
Q3 | $3.7M | Buy |
26,511
+835
| +3% | +$116K | 1.51% | 28 |
|
2021
Q2 | $3.62M | Buy |
25,676
+2,451
| +11% | +$346K | 1.48% | 27 |
|
2021
Q1 | $3.16M | Buy |
23,225
+824
| +4% | +$112K | 1.45% | 26 |
|
2020
Q4 | $3.23M | Buy |
22,401
+634
| +3% | +$91.4K | 1.47% | 27 |
|
2020
Q3 | $3.05M | Buy |
21,767
+1,256
| +6% | +$176K | 1.6% | 23 |
|
2020
Q2 | $2.46M | Buy |
20,511
+776
| +4% | +$93K | 1.43% | 26 |
|
2020
Q1 | $2.24M | Buy |
19,735
+3,078
| +18% | +$350K | 1.89% | 19 |
|
2019
Q4 | $1.98M | Buy |
16,657
+983
| +6% | +$117K | 1.25% | 26 |
|
2019
Q3 | $1.84M | Buy |
15,674
+442
| +3% | +$51.8K | 1.34% | 24 |
|
2019
Q2 | $1.69M | Buy |
15,232
+488
| +3% | +$54K | 1.27% | 27 |
|
2019
Q1 | $1.53M | Buy |
14,744
+5,676
| +63% | +$587K | 1.2% | 29 |
|
2018
Q4 | $845K | Buy |
9,068
+223
| +3% | +$20.8K | 0.78% | 45 |
|
2018
Q3 | $842K | Buy |
+8,845
| New | +$842K | 0.68% | 48 |
|