SIA
Schechter Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.63M | Sell |
29,994
-4,599
| -13% | -$404K | 0.22% | 91 |
|
|
2024
Q4 | $3.13M | Sell |
34,593
-9,642
| -22% | -$871K | 0.24% | 82 |
|
|
2024
Q3 | $3.57M | Sell |
44,235
-7,661
| -15% | -$619K | 0.26% | 73 |
|
|
2024
Q2 | $3.51M | Buy |
51,896
+1,027
| +2% | +$69.5K | 0.26% | 67 |
|
|
2024
Q1 | $3.06M | Buy |
50,869
+33,985
| +201% | +$2.04M | 0.23% | 76 |
|
|
2023
Q4 | $2.66M | Buy |
16,884
+86
| +0.5% | +$13.6K | 0.23% | 82 |
|
|
2023
Q3 | $2.69M | Buy |
16,798
+561
| +3% | +$89.7K | 0.26% | 70 |
|
|
2023
Q2 | $2.55M | Sell |
16,237
-95
| -0.6% | -$14.9K | 0.23% | 81 |
|
|
2023
Q1 | $2.41M | Buy |
16,332
+4,798
| +42% | +$707K | 0.22% | 86 |
|
|
2022
Q4 | $1.64M | Buy |
11,534
+678
| +6% | +$96.1K | 0.15% | 155 |
|
|
2022
Q3 | $1.41M | Buy |
10,856
+5,964
| +122% | +$774K | 0.14% | 184 |
|
|
2022
Q2 | $594K | Sell |
4,892
-4,179
| -46% | -$507K | 0.06% | 469 |
|
|
2022
Q1 | $1.35M | Buy |
9,071
+1,773
| +24% | +$264K | 0.13% | 201 |
|
|
2021
Q4 | $1.06M | Buy |
+7,298
| New | +$1.06M | 0.1% | 285 |
|