SPA
Sentinel Pension Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+2,127
| New | +$208K | 0.04% | 118 |
|
|
2022
Q1 | – | Sell |
-8,221
| Closed | -$1.19M | – | 108 |
|
|
2021
Q4 | $1.19M | Buy |
8,221
+2,550
| +45% | +$369K | 0.37% | 45 |
|
|
2021
Q3 | $790K | Sell |
5,671
-84
| -1% | -$11.7K | 0.27% | 49 |
|
|
2021
Q2 | $812K | Sell |
5,755
-73
| -1% | -$10.3K | 0.28% | 48 |
|
|
2021
Q1 | $782K | Buy |
+5,828
| New | +$782K | 0.29% | 43 |
|
|
2020
Q4 | – | Sell |
-2,059
| Closed | -$288K | – | 85 |
|
|
2020
Q3 | $288K | Buy |
+2,059
| New | +$288K | 0.11% | 68 |
|