Security National Bank of Sioux City Iowa’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
36,052
+369
| +1% | +$36.1K | 2.47% | 7 |
|
|
2025
Q1 | $3.13M | Sell |
35,683
-1,915
| -5% | -$168K | 2.28% | 10 |
|
|
2024
Q4 | $3.4M | Sell |
37,598
-903
| -2% | -$81.6K | 2.38% | 10 |
|
|
2024
Q3 | $3.11M | Sell |
38,501
-220
| -0.6% | -$17.8K | 1.9% | 14 |
|
|
2024
Q2 | $2.62M | Sell |
38,721
-552
| -1% | -$37.4K | 1.89% | 12 |
|
|
2024
Q1 | $2.36M | Sell |
39,273
-1,110
| -3% | -$66.8K | 1.67% | 22 |
|
|
2023
Q4 | $2.12M | Sell |
40,383
-738
| -2% | -$38.8K | 1.6% | 23 |
|
|
2023
Q3 | $2.19M | Sell |
41,121
-1,035
| -2% | -$55.2K | 1.71% | 19 |
|
|
2023
Q2 | $2.21M | Buy |
+42,156
| New | +$2.21M | 1.67% | 19 |
|
|
2022
Q4 | $1.96M | Sell |
41,496
-285
| -0.7% | -$13.5K | 1.5% | 25 |
|
|
2022
Q3 | $1.81M | Buy |
41,781
+15
| +0% | +$648 | 1.61% | 22 |
|
|
2022
Q2 | $1.69M | Buy |
41,766
+75
| +0.2% | +$3.04K | 1.44% | 30 |
|
|
2022
Q1 | $2.07M | Sell |
41,691
-1,050
| -2% | -$52.1K | 1.54% | 25 |
|
|
2021
Q4 | $2.06M | Buy |
42,741
+1,107
| +3% | +$53.4K | 1.42% | 27 |
|
|
2021
Q3 | $1.93M | Sell |
41,634
-2,235
| -5% | -$104K | 1.49% | 27 |
|
|
2021
Q2 | $2.06M | Sell |
43,869
-2,448
| -5% | -$115K | 1.62% | 18 |
|
|
2021
Q1 | $2.1M | Buy |
46,317
+6,219
| +16% | +$282K | 1.69% | 16 |
|
|
2020
Q4 | $1.93M | Sell |
40,098
-1,515
| -4% | -$72.8K | 1.65% | 14 |
|
|
2020
Q3 | $1.94M | Buy |
41,613
+5,388
| +15% | +$251K | 1.82% | 14 |
|
|
2020
Q2 | $1.45M | Sell |
36,225
-435
| -1% | -$17.4K | 1.56% | 20 |
|
|
2020
Q1 | $1.39M | Sell |
36,660
-4,509
| -11% | -$171K | 1.8% | 15 |
|
|
2019
Q4 | $1.63M | Sell |
41,169
-81
| -0.2% | -$3.21K | 1.6% | 17 |
|
|
2019
Q3 | $1.63M | Sell |
41,250
-225
| -0.5% | -$8.9K | 1.87% | 14 |
|
|
2019
Q2 | $1.53M | Sell |
41,475
-1,050
| -2% | -$38.7K | 1.8% | 18 |
|
|
2019
Q1 | $1.38M | Sell |
42,525
-8,142
| -16% | -$265K | 1.6% | 20 |
|
|
2018
Q4 | $1.57M | Buy |
50,667
+675
| +1% | +$21K | 1.63% | 21 |
|
|
2018
Q3 | $1.57M | Buy |
49,992
+4,575
| +10% | +$143K | 1.38% | 28 |
|
|
2018
Q2 | $1.3M | Sell |
45,417
-456
| -1% | -$13K | 1.22% | 39 |
|
|
2018
Q1 | $1.36M | Buy |
45,873
+1,860
| +4% | +$55.2K | 1.28% | 35 |
|
|
2017
Q4 | $1.45M | Sell |
44,013
-708
| -2% | -$23.3K | 1.31% | 35 |
|
|
2017
Q3 | $1.17M | Buy |
44,721
+1,902
| +4% | +$49.5K | 1.14% | 44 |
|
|
2017
Q2 | $1.08M | Sell |
42,819
-9
| -0% | -$227 | 1.06% | 43 |
|
|
2017
Q1 | $1.03M | Buy |
42,828
+1,887
| +5% | +$45.3K | 1.02% | 47 |
|
|
2016
Q4 | $944K | Sell |
40,941
-138
| -0.3% | -$3.18K | 0.98% | 53 |
|
|
2016
Q3 | $988K | Sell |
41,079
-180
| -0.4% | -$4.33K | 1.1% | 41 |
|
|
2016
Q2 | $1M | Buy |
41,259
+540
| +1% | +$13.1K | 1.14% | 40 |
|
|
2016
Q1 | $930K | Sell |
40,719
-6,624
| -14% | -$151K | 1.09% | 43 |
|
|
2015
Q4 | $968K | Buy |
47,343
+1,560
| +3% | +$31.9K | 0.96% | 51 |
|
|
2015
Q3 | $989K | Sell |
45,783
-525
| -1% | -$11.3K | 1.16% | 43 |
|
|
2015
Q2 | $1.1M | Buy |
46,308
+81
| +0.2% | +$1.92K | 1.19% | 47 |
|
|
2015
Q1 | $1.27M | Buy |
46,227
+477
| +1% | +$13.1K | 1.36% | 36 |
|
|
2014
Q4 | $1.31M | Sell |
45,750
-753
| -2% | -$21.6K | 1.47% | 30 |
|
|
2014
Q3 | $1.19M | Sell |
46,503
-627
| -1% | -$16K | 1.33% | 40 |
|
|
2014
Q2 | $1.18M | Buy |
47,130
+123
| +0.3% | +$3.08K | 1.33% | 40 |
|
|
2014
Q1 | $1.2M | Buy |
47,007
+2,721
| +6% | +$69.3K | 1.4% | 39 |
|
|
2013
Q4 | $1.16M | Buy |
44,286
+5,235
| +13% | +$137K | 1.41% | 35 |
|
|
2013
Q3 | $963K | Buy |
39,051
+4,512
| +13% | +$111K | 1.4% | 38 |
|
|
2013
Q2 | $858K | Buy |
+34,539
| New | +$858K | 1.34% | 36 |
|