SIA
Schear Investment Advisers’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
14,789
+407
| +3% | +$39.8K | 0.72% | 51 |
|
|
2025
Q1 | $1.26M | Buy |
14,382
+1,646
| +13% | +$145K | 0.73% | 49 |
|
|
2024
Q4 | $1.15M | Buy |
12,736
+868
| +7% | +$78.4K | 0.61% | 51 |
|
|
2024
Q3 | $958K | Buy |
11,868
+872
| +8% | +$70.4K | 0.59% | 55 |
|
|
2024
Q2 | $745K | Buy |
10,996
+1,636
| +17% | +$111K | 0.54% | 60 |
|
|
2024
Q1 | $563K | Buy |
9,360
+6,884
| +278% | +$414K | 0.45% | 67 |
|
|
2023
Q4 | $390K | Buy |
2,476
+86
| +4% | +$13.6K | 0.38% | 61 |
|
|
2023
Q3 | $382K | Hold |
2,390
| – | – | 0.41% | 65 |
|
|
2023
Q2 | $376K | Buy |
+2,390
| New | +$376K | 0.4% | 67 |
|