SWM
Seed Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Sell |
7,755
-435
| -5% | -$42.5K | 0.57% | 45 |
|
|
2025
Q1 | $719K | Hold |
8,190
| – | – | 0.59% | 46 |
|
|
2024
Q4 | $740K | Hold |
8,190
| – | – | 0.6% | 45 |
|
|
2024
Q3 | $661K | Hold |
8,190
| – | – | 0.53% | 51 |
|
|
2024
Q2 | $555K | Buy |
8,190
+900
| +12% | +$60.9K | 0.48% | 53 |
|
|
2024
Q1 | $437K | Buy |
7,290
+4,715
| +183% | +$283K | 0.42% | 61 |
|
|
2023
Q4 | $410K | Hold |
2,575
| – | – | 0.41% | 64 |
|
|
2023
Q3 | $412K | Hold |
2,575
| – | – | 0.46% | 58 |
|
|
2023
Q2 | $405K | Hold |
2,575
| – | – | 0.43% | 63 |
|
|
2023
Q1 | $380K | Hold |
2,575
| – | – | 0.43% | 58 |
|
|
2022
Q4 | $365K | Buy |
+2,575
| New | +$365K | 0.42% | 60 |
|