SWM
SeaCrest Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Sell |
47,724
-3,038
| -6% | -$297K | 0.51% | 29 |
|
|
2025
Q1 | $4.46M | Sell |
50,762
-15,306
| -23% | -$1.34M | 0.5% | 28 |
|
|
2024
Q4 | $5.97M | Buy |
66,068
+10,769
| +19% | +$973K | 0.63% | 21 |
|
|
2024
Q3 | $4.47M | Sell |
55,299
-777
| -1% | -$62.7K | 0.48% | 29 |
|
|
2024
Q2 | $3.8M | Buy |
56,076
+1,364
| +2% | +$92.4K | 0.43% | 32 |
|
|
2024
Q1 | $3.29M | Buy |
54,712
+38,999
| +248% | +$2.35M | 0.4% | 40 |
|
|
2023
Q4 | $2.46M | Sell |
15,713
-252
| -2% | -$39.5K | 0.3% | 53 |
|
|
2023
Q3 | $2.55M | Buy |
15,965
+4,519
| +39% | +$723K | 0.33% | 53 |
|
|
2023
Q2 | $1.8M | Sell |
11,446
-439
| -4% | -$69K | 0.23% | 88 |
|
|
2023
Q1 | $1.75M | Sell |
11,885
-118
| -1% | -$17.4K | 0.24% | 84 |
|
|
2022
Q4 | $1.7M | Buy |
12,003
+65
| +0.5% | +$9.22K | 0.24% | 83 |
|
|
2022
Q3 | $1.55M | Sell |
11,938
-1,344
| -10% | -$174K | 0.24% | 81 |
|
|
2022
Q2 | $1.62M | Buy |
13,282
+757
| +6% | +$92K | 0.2% | 91 |
|
|
2022
Q1 | $1.87M | Sell |
12,525
-17
| -0.1% | -$2.53K | 0.21% | 89 |
|
|
2021
Q4 | $1.82M | Sell |
12,542
-569
| -4% | -$82.3K | 0.2% | 97 |
|
|
2021
Q3 | $1.83M | Sell |
13,111
-3,199
| -20% | -$446K | 0.22% | 92 |
|
|
2021
Q2 | $2.3M | Sell |
16,310
-550
| -3% | -$77.6K | 0.28% | 72 |
|
|
2021
Q1 | $2.29M | Buy |
16,860
+394
| +2% | +$53.5K | 0.3% | 72 |
|
|
2020
Q4 | $2.37M | Buy |
16,466
+64
| +0.4% | +$9.23K | 0.33% | 64 |
|
|
2020
Q3 | $2.3M | Buy |
16,402
+1,515
| +10% | +$212K | 0.37% | 55 |
|
|
2020
Q2 | $1.78M | Buy |
14,887
+3,816
| +34% | +$457K | 0.31% | 68 |
|
|
2020
Q1 | $1.26M | Sell |
11,071
-4,124
| -27% | -$469K | 0.27% | 85 |
|
|
2019
Q4 | $1.81M | Buy |
15,195
+5,176
| +52% | +$615K | 0.3% | 77 |
|
|
2019
Q3 | $1.19M | Buy |
10,019
+302
| +3% | +$35.8K | 0.22% | 104 |
|
|
2019
Q2 | $1.07M | Buy |
9,717
+27
| +0.3% | +$2.98K | 0.22% | 108 |
|
|
2019
Q1 | $945K | Buy |
9,690
+568
| +6% | +$55.4K | 0.16% | 131 |
|
|
2018
Q4 | $850K | Buy |
9,122
+448
| +5% | +$41.7K | 0.18% | 123 |
|
|
2018
Q3 | $815K | Buy |
8,674
+453
| +6% | +$42.6K | 0.14% | 151 |
|
|
2018
Q2 | $704K | Sell |
8,221
-3,131
| -28% | -$268K | 0.13% | 166 |
|
|
2018
Q1 | $1.01M | Buy |
11,352
+475
| +4% | +$42.3K | 0.19% | 105 |
|
|
2017
Q4 | $1.07M | Buy |
+10,877
| New | +$1.07M | 0.2% | 101 |
|