Security National Bank’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Hold |
2,703
| – | – | 0.05% | 109 |
|
|
2025
Q1 | $237K | Sell |
2,703
-240
| -8% | -$21.1K | 0.04% | 111 |
|
|
2024
Q4 | $266K | Buy |
2,943
+600
| +26% | +$54.2K | 0.04% | 103 |
|
|
2024
Q3 | $189K | Hold |
2,343
| – | – | 0.03% | 117 |
|
|
2024
Q2 | $159K | Hold |
2,343
| – | – | 0.02% | 117 |
|
|
2024
Q1 | $141K | Sell |
2,343
-387
| -14% | -$23.3K | 0.02% | 121 |
|
|
2023
Q4 | $143K | Buy |
+2,730
| New | +$143K | 0.03% | 123 |
|