SHFA
SC&H Financial Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Sell |
9,999
-233
| -2% | -$22.8K | 0.17% | 67 |
|
|
2025
Q1 | $898K | Hold |
10,232
| – | – | 0.18% | 69 |
|
|
2024
Q4 | $924K | Buy |
10,232
+103
| +1% | +$9.31K | 0.19% | 64 |
|
|
2024
Q3 | $818K | Buy |
10,129
+5
| +0% | +$404 | 0.18% | 73 |
|
|
2024
Q2 | $686K | Buy |
10,124
+12
| +0.1% | +$813 | 0.17% | 78 |
|
|
2024
Q1 | $608K | Buy |
10,112
+6,744
| +200% | +$406K | 0.16% | 82 |
|
|
2023
Q4 | $531K | Buy |
3,368
+579
| +21% | +$91.3K | 0.15% | 88 |
|
|
2023
Q3 | $446K | Sell |
2,789
-87
| -3% | -$13.9K | 0.15% | 95 |
|
|
2023
Q2 | $452K | Sell |
2,876
-16
| -0.6% | -$2.52K | 0.15% | 95 |
|
|
2023
Q1 | $426K | Sell |
2,892
-213
| -7% | -$31.4K | 0.16% | 94 |
|
|
2022
Q4 | $440K | Hold |
3,105
| – | – | 0.18% | 84 |
|
|
2022
Q3 | $403K | Sell |
3,105
-336
| -10% | -$43.6K | 0.2% | 86 |
|
|
2022
Q2 | $418K | Sell |
3,441
-245
| -7% | -$29.8K | 0.19% | 92 |
|
|
2022
Q1 | $549K | Sell |
3,686
-30
| -0.8% | -$4.47K | 0.26% | 80 |
|
|
2021
Q4 | $538K | Buy |
+3,716
| New | +$538K | 0.3% | 80 |
|