Security National Trust’s Walmart Inc. Common Stock WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $718K | Hold |
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|
2021
Q2 | $718K | Buy |
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|
2021
Q1 | $688K | Buy |
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|
2020
Q4 | $712K | Buy |
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|
2020
Q3 | $580K | Buy |
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|
2020
Q2 | $354K | Buy |
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|
2020
Q1 | $293K | Buy |
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|
2019
Q4 | $254K | Buy |
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|
2019
Q3 | $206K | Buy |
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|
2019
Q2 | $169K | Hold |
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|
2019
Q1 | $149K | Sell |
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|
2018
Q4 | $185K | Sell |
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|
2018
Q3 | $188K | Hold |
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|
2018
Q2 | $171K | Sell |
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|
2018
Q1 | $181K | Sell |
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|
2017
Q4 | $223K | Buy |
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|
2017
Q3 | $98K | Sell |
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|
2017
Q2 | $134K | Hold |
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|
2017
Q1 | $126K | Sell |
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|
2016
Q4 | $220K | Hold |
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|
2016
Q3 | $229K | Sell |
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|
2016
Q2 | $236K | Sell |
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|
2016
Q1 | $235K | Sell |
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|
2015
Q4 | $240K | Sell |
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|
2015
Q3 | $346K | Sell |
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|
2015
Q2 | $383K | Buy |
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|
2015
Q1 | $423K | Sell |
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|
2014
Q4 | $449K | Sell |
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|
2014
Q3 | $502K | Sell |
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|
2014
Q2 | $520K | Sell |
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|
2014
Q1 | $544K | Sell |
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|
2013
Q4 | $603K | Sell |
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|
2013
Q3 | $615K | Sell |
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|
2013
Q2 | $621K | Buy |
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