SDWMA
Schneider Downs Wealth Management Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Sell |
7,518
-231
| -3% | -$22.6K | 0.11% | 79 |
|
|
2025
Q1 | $680K | Buy |
7,749
+12
| +0.2% | +$1.05K | 0.12% | 67 |
|
|
2024
Q4 | $699K | Sell |
7,737
-396
| -5% | -$35.8K | 0.13% | 66 |
|
|
2024
Q3 | $657K | Sell |
8,133
-196
| -2% | -$15.8K | 0.13% | 67 |
|
|
2024
Q2 | $564K | Buy |
8,329
+40
| +0.5% | +$2.71K | 0.13% | 68 |
|
|
2024
Q1 | $499K | Buy |
8,289
+6,578
| +384% | +$396K | 0.12% | 78 |
|
|
2023
Q4 | $270K | Hold |
1,711
| – | – | 0.07% | 93 |
|
|
2023
Q3 | $274K | Sell |
1,711
-29
| -2% | -$4.64K | 0.06% | 86 |
|
|
2023
Q2 | $273K | Hold |
1,740
| – | – | 0.06% | 91 |
|
|
2023
Q1 | $257K | Hold |
1,740
| – | – | 0.05% | 98 |
|
|
2022
Q4 | $247K | Sell |
1,740
-2,574
| -60% | -$365K | 0.05% | 98 |
|
|
2022
Q3 | $560K | Sell |
4,314
-275
| -6% | -$35.7K | 0.16% | 58 |
|
|
2022
Q2 | $558K | Buy |
4,589
+1,481
| +48% | +$180K | 0.16% | 65 |
|
|
2022
Q1 | $463K | Sell |
3,108
-375
| -11% | -$55.9K | 0.12% | 80 |
|
|
2021
Q4 | $504K | Sell |
3,483
-30
| -0.9% | -$4.34K | 0.12% | 79 |
|
|
2021
Q3 | $490K | Buy |
3,513
+461
| +15% | +$64.3K | 0.13% | 78 |
|
|
2021
Q2 | $430K | Buy |
3,052
+45
| +1% | +$6.34K | 0.11% | 80 |
|
|
2021
Q1 | $408K | Buy |
3,007
+593
| +25% | +$80.5K | 0.1% | 79 |
|
|
2020
Q4 | $348K | Sell |
2,414
-776
| -24% | -$112K | 0.1% | 59 |
|
|
2020
Q3 | $446K | Buy |
3,190
+13
| +0.4% | +$1.82K | 0.15% | 51 |
|
|
2020
Q2 | $381K | Hold |
3,177
| – | – | 0.13% | 52 |
|
|
2020
Q1 | $361K | Buy |
+3,177
| New | +$361K | 0.13% | 55 |
|