Secure Asset Management’s Walmart Inc WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.16M	Sell	41,522 -6,928	-14%	-$851K	0.82%	28
2025 Q4	$5.4M	Buy	48,450 +70	+0.1%	+$7.52K	0.85%	27
2025 Q3	$4.93M	Buy	48,380 +10,139	+27%	+$1.01M	0.81%	26
2025 Q2	$3.74M	Buy	38,241 +5,984	+19%	+$570K	0.69%	32
2025 Q1	$2.83M	Buy	32,257 +5,729	+22%	+$537K	0.57%	46
2024 Q4	$2.4M	Buy	26,528 +1,784	+7%	+$155K	0.36%	64
2024 Q3	$2M	Sell	24,744 -4,605	-16%	-$338K	0.34%	65
2024 Q2	$1.99M	Sell	29,349 -4,515	-13%	-$284K	0.38%	57
2024 Q1	$2.04M	Buy	33,864 +8,946	+36%	+$512K	0.48%	46
2023 Q4	$1.31M	Buy	24,918 +3,561	+17%	+$188K	0.35%	67
2023 Q3	$1.14M	Buy	21,357 +2,751	+15%	+$146K	0.34%	76
2023 Q2	$975K	Sell	18,606 -2,232	-11%	-$113K	0.3%	82
2023 Q1	$1.02M	Buy	20,838 +933	+5%	+$44.3K	0.34%	74
2022 Q4	$941K	Sell	19,905 -432	-2%	-$20.5K	0.34%	74
2022 Q3	$879K	Sell	20,337 -2,430	-11%	-$106K	0.49%	35
2022 Q2	$923K	Sell	22,767 -1,989	-8%	-$91.7K	0.51%	34
2022 Q1	$1.23M	Sell	24,756 -2,439	-9%	-$115K	0.55%	30
2021 Q4	$1.31M	Buy	27,195 +2,286	+9%	+$109K	0.53%	32
2021 Q3	$1.16M	Buy	24,909 +1,608	+7%	+$77.5K	0.57%	33
2021 Q2	$1.09M	Buy	23,301 +1,671	+8%	+$77.8K	0.56%	32
2021 Q1	$979K	Buy	21,630 +2,331	+12%	+$108K	0.54%	36
2020 Q4	$927K	Buy	19,299 +60	+0.3%	+$2.91K	0.55%	43
2020 Q3	$897K	Buy	19,239 +1,068	+6%	+$47.5K	0.61%	38
2020 Q2	$725K	Buy	18,171 +33	+0.2%	+$1.36K	0.51%	50
2020 Q1	$687K	Buy	18,138 +2,748	+18%	+$106K	0.74%	35
2019 Q4	$610K	Buy	+15,390	New	+$611K	0.43%	61