SWM
Seaside Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
5,979
+136
| +2% | +$13.3K | 0.19% | 33 |
|
|
2025
Q1 | $513K | Buy |
5,843
+80
| +1% | +$7.02K | 0.18% | 32 |
|
|
2024
Q4 | $521K | Hold |
5,763
| – | – | 0.19% | 33 |
|
|
2024
Q3 | $465K | Hold |
5,763
| – | – | 0.18% | 35 |
|
|
2024
Q2 | $390K | Hold |
5,763
| – | – | 0.16% | 37 |
|
|
2024
Q1 | $347K | Buy |
5,763
+3,842
| +200% | +$231K | 0.15% | 37 |
|
|
2023
Q4 | $303K | Hold |
1,921
| – | – | 0.14% | 38 |
|
|
2023
Q3 | $307K | Sell |
1,921
-12
| -0.6% | -$1.92K | 0.16% | 37 |
|
|
2023
Q2 | $304K | Buy |
1,933
+12
| +0.6% | +$1.89K | 0.16% | 37 |
|
|
2023
Q1 | $284K | Hold |
1,921
| – | – | 0.17% | 34 |
|
|
2022
Q4 | $272K | Hold |
1,921
| – | – | 0.18% | 36 |
|
|
2022
Q3 | $274K | Buy |
+1,921
| New | +$274K | 0.19% | 35 |
|