SC&H Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Sell |
|
|||||
|
2025
Q1 | $898K | Hold |
|
|||||
|
2024
Q4 | $924K | Buy |
|
|||||
|
2024
Q3 | $818K | Buy |
|
|||||
|
2024
Q2 | $686K | Buy |
|
|||||
|
2024
Q1 | $608K | Buy |
|
|||||
|
2023
Q4 | $531K | Buy |
|
|||||
|
2023
Q3 | $446K | Sell |
|
|||||
|
2023
Q2 | $452K | Sell |
|
|||||
|
2023
Q1 | $426K | Sell |
|
|||||
|
2022
Q4 | $440K | Hold |
|
|||||
|
2022
Q3 | $403K | Sell |
|
|||||
|
2022
Q2 | $418K | Sell |
|
|||||
|
2022
Q1 | $549K | Sell |
|
|||||
|
2021
Q4 | $538K | Buy |
|