SWM
Selective Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Sell |
9,765
-240
| -2% | -$23.2K | 0.35% | 37 |
|
|
2025
Q1 | $928K | Sell |
10,005
-272
| -3% | -$25.2K | 0.4% | 36 |
|
|
2024
Q4 | $933K | Buy |
10,277
+713
| +7% | +$64.7K | 0.38% | 40 |
|
|
2024
Q3 | $762K | Sell |
9,564
-182
| -2% | -$14.5K | 0.32% | 44 |
|
|
2024
Q2 | $681K | Sell |
9,746
-275
| -3% | -$19.2K | 0.3% | 46 |
|
|
2024
Q1 | $607K | Buy |
10,021
+6,749
| +206% | +$409K | 0.26% | 53 |
|
|
2023
Q4 | $516K | Sell |
3,272
-49
| -1% | -$7.73K | 0.26% | 44 |
|
|
2023
Q3 | $535K | Sell |
3,321
-85
| -2% | -$13.7K | 0.29% | 39 |
|
|
2023
Q2 | $528K | Buy |
+3,406
| New | +$528K | 0.26% | 47 |
|
|
2022
Q4 | $455K | Sell |
3,235
-765
| -19% | -$108K | 0.24% | 57 |
|
|
2022
Q3 | $519K | Sell |
4,000
-100
| -2% | -$13K | 0.22% | 62 |
|
|
2022
Q2 | $498K | Hold |
4,100
| – | – | 0.18% | 76 |
|
|
2022
Q1 | $611K | Buy |
4,100
+2,438
| +147% | +$363K | 0.22% | 54 |
|
|
2021
Q4 | $240K | Hold |
1,662
| – | – | 0.1% | 107 |
|
|
2021
Q3 | $232K | Buy |
1,662
+575
| +53% | +$80.3K | 0.12% | 94 |
|
|
2021
Q2 | $153K | Buy |
1,087
+487
| +81% | +$68.5K | 0.12% | 87 |
|
|
2021
Q1 | $81K | Buy |
600
+300
| +100% | +$40.5K | 0.07% | 96 |
|
|
2020
Q4 | $43K | Hold |
300
| – | – | 0.03% | 123 |
|
|
2020
Q3 | $42K | Hold |
300
| – | – | 0.03% | 106 |
|
|
2020
Q2 | $36K | Buy |
+300
| New | +$36K | 0.03% | 131 |
|