Security National Trust’s Walmart WMT Stock Holding History

Security National Trust’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$718K	Hold	15,282	–	–	0.17%	100
2021 Q2	$718K	Buy	15,282 +75	+0.5%	+$3.52K	0.16%	104
2021 Q1	$688K	Buy	15,207 +390	+3%	+$17.6K	0.16%	101
2020 Q4	$712K	Buy	14,817 +2,385	+19%	+$115K	0.18%	98
2020 Q3	$580K	Buy	12,432 +3,585	+41%	+$167K	0.16%	99
2020 Q2	$354K	Buy	8,847 +1,125	+15%	+$45K	0.11%	117
2020 Q1	$293K	Buy	7,722 +1,302	+20%	+$49.4K	0.11%	117
2019 Q4	$254K	Buy	6,420 +1,200	+23%	+$47.5K	0.07%	137
2019 Q3	$206K	Buy	5,220 +645	+14%	+$25.5K	0.06%	149
2019 Q2	$169K	Hold	4,575	–	–	0.05%	171
2019 Q1	$149K	Sell	4,575 -1,365	-23%	-$44.5K	0.05%	177
2018 Q4	$185K	Sell	5,940 -60	-1%	-$1.87K	0.07%	151
2018 Q3	$188K	Hold	6,000	–	–	0.06%	163
2018 Q2	$171K	Sell	6,000 -120	-2%	-$3.42K	0.06%	167
2018 Q1	$181K	Sell	6,120 -630	-9%	-$18.6K	0.06%	167
2017 Q4	$223K	Buy	6,750 +3,000	+80%	+$99.1K	0.07%	155
2017 Q3	$98K	Sell	3,750 -1,530	-29%	-$40K	0.03%	227
2017 Q2	$134K	Hold	5,280	–	–	0.04%	207
2017 Q1	$126K	Sell	5,280 -4,260	-45%	-$102K	0.04%	212
2016 Q4	$220K	Hold	9,540	–	–	0.08%	160
2016 Q3	$229K	Sell	9,540 -165	-2%	-$3.96K	0.08%	155
2016 Q2	$236K	Sell	9,705 -600	-6%	-$14.6K	0.09%	156
2016 Q1	$235K	Sell	10,305 -1,443	-12%	-$32.9K	0.09%	155
2015 Q4	$240K	Sell	11,748 -4,260	-27%	-$87K	0.09%	154
2015 Q3	$346K	Sell	16,008 -177	-1%	-$3.83K	0.13%	130
2015 Q2	$383K	Buy	16,185 +747	+5%	+$17.7K	0.14%	130
2015 Q1	$423K	Sell	15,438 -225	-1%	-$6.17K	0.15%	124
2014 Q4	$449K	Sell	15,663 -4,035	-20%	-$116K	0.16%	115
2014 Q3	$502K	Sell	19,698 -1,080	-5%	-$27.5K	0.2%	97
2014 Q2	$520K	Sell	20,778 -591	-3%	-$14.8K	0.2%	102
2014 Q1	$544K	Sell	21,369 -1,644	-7%	-$41.9K	0.22%	98
2013 Q4	$603K	Sell	23,013 -1,920	-8%	-$50.3K	0.25%	91
2013 Q3	$615K	Sell	24,933 -75	-0.3%	-$1.85K	0.28%	84
2013 Q2	$621K	Buy	+25,008	New	+$621K	0.3%	79