SAM
Secure Asset Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
38,241
+5,984
| +19% | +$585K | 0.69% | 32 |
|
|
2025
Q1 | $2.83M | Buy |
32,257
+5,729
| +22% | +$503K | 0.57% | 46 |
|
|
2024
Q4 | $2.4M | Buy |
26,528
+1,784
| +7% | +$161K | 0.36% | 64 |
|
|
2024
Q3 | $2M | Sell |
24,744
-4,605
| -16% | -$372K | 0.34% | 65 |
|
|
2024
Q2 | $1.99M | Sell |
29,349
-4,515
| -13% | -$306K | 0.38% | 57 |
|
|
2024
Q1 | $2.04M | Buy |
33,864
+25,558
| +308% | +$1.54M | 0.48% | 46 |
|
|
2023
Q4 | $1.31M | Buy |
8,306
+1,187
| +17% | +$187K | 0.35% | 67 |
|
|
2023
Q3 | $1.14M | Buy |
7,119
+917
| +15% | +$147K | 0.34% | 76 |
|
|
2023
Q2 | $975K | Sell |
6,202
-744
| -11% | -$117K | 0.3% | 82 |
|
|
2023
Q1 | $1.02M | Buy |
6,946
+311
| +5% | +$45.9K | 0.34% | 74 |
|
|
2022
Q4 | $941K | Sell |
6,635
-144
| -2% | -$20.4K | 0.34% | 74 |
|
|
2022
Q3 | $879K | Sell |
6,779
-810
| -11% | -$105K | 0.49% | 35 |
|
|
2022
Q2 | $923K | Sell |
7,589
-663
| -8% | -$80.6K | 0.51% | 34 |
|
|
2022
Q1 | $1.23M | Sell |
8,252
-813
| -9% | -$121K | 0.55% | 30 |
|
|
2021
Q4 | $1.31M | Buy |
9,065
+762
| +9% | +$110K | 0.53% | 32 |
|
|
2021
Q3 | $1.16M | Buy |
8,303
+536
| +7% | +$74.7K | 0.57% | 33 |
|
|
2021
Q2 | $1.1M | Buy |
7,767
+557
| +8% | +$78.5K | 0.56% | 32 |
|
|
2021
Q1 | $979K | Buy |
7,210
+777
| +12% | +$106K | 0.54% | 36 |
|
|
2020
Q4 | $927K | Buy |
6,433
+20
| +0.3% | +$2.88K | 0.55% | 43 |
|
|
2020
Q3 | $897K | Buy |
6,413
+356
| +6% | +$49.8K | 0.61% | 38 |
|
|
2020
Q2 | $725K | Buy |
6,057
+11
| +0.2% | +$1.32K | 0.51% | 50 |
|
|
2020
Q1 | $687K | Buy |
6,046
+916
| +18% | +$104K | 0.74% | 35 |
|
|
2019
Q4 | $610K | Buy |
+5,130
| New | +$610K | 0.43% | 61 |
|