SevenBridge Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95M | Buy |
76,726
+1,979
| +3% | +$205K | 1.4% | 11 |
|
|
2025
Q1 | $7.23M | Sell |
74,747
-5,506
| -7% | -$533K | 1.42% | 12 |
|
|
2024
Q4 | $8.22M | Buy |
80,253
+1,306
| +2% | +$134K | 1.56% | 12 |
|
|
2024
Q3 | $6.65M | Buy |
78,947
+4,398
| +6% | +$370K | 1.28% | 16 |
|
|
2024
Q2 | $5.05M | Buy |
74,549
+2,066
| +3% | +$140K | 1.12% | 21 |
|
|
2024
Q1 | $4.34M | Sell |
72,483
-2,445
| -3% | -$146K | 0.98% | 29 |
|
|
2023
Q4 | $3.94M | Buy |
74,928
+63
| +0.1% | +$3.31K | 0.93% | 31 |
|
|
2023
Q3 | $3.99M | Buy |
74,865
+1,332
| +2% | +$71K | 1.03% | 28 |
|
|
2023
Q2 | $3.85M | Sell |
73,533
-1,623
| -2% | -$85K | 0.99% | 27 |
|
|
2023
Q1 | $3.69M | Buy |
75,156
+1,278
| +2% | +$62.8K | 1.02% | 29 |
|
|
2022
Q4 | $3.49M | Buy |
73,878
+321
| +0.4% | +$15.2K | 1.02% | 31 |
|
|
2022
Q3 | $3.18M | Sell |
73,557
-561
| -0.8% | -$24.3K | 1.08% | 29 |
|
|
2022
Q2 | $3M | Buy |
74,118
+324
| +0.4% | +$13.1K | 1.21% | 27 |
|
|
2022
Q1 | $3.66M | Sell |
73,794
-1,284
| -2% | -$63.7K | 1.29% | 23 |
|
|
2021
Q4 | $3.62M | Buy |
75,078
+1,020
| +1% | +$49.2K | 1.09% | 27 |
|
|
2021
Q3 | $3.44M | Buy |
74,058
+621
| +0.8% | +$28.9K | 1.15% | 25 |
|
|
2021
Q2 | $3.45M | Buy |
73,437
+996
| +1% | +$46.8K | 1.13% | 26 |
|
|
2021
Q1 | $3.28M | Buy |
72,441
+177
| +0.2% | +$8.01K | 1.19% | 25 |
|
|
2020
Q4 | $3.47M | Buy |
72,264
+105
| +0.1% | +$5.05K | 1.36% | 24 |
|
|
2020
Q3 | $3.37M | Sell |
72,159
-351
| -0.5% | -$16.4K | 1.53% | 20 |
|
|
2020
Q2 | $2.9M | Sell |
72,510
-555
| -0.8% | -$22.2K | 1.44% | 23 |
|
|
2020
Q1 | $2.77M | Buy |
73,065
+537
| +0.7% | +$20.3K | 1.6% | 20 |
|
|
2019
Q4 | $2.87M | Sell |
72,528
-1,254
| -2% | -$49.7K | 0.75% | 21 |
|
|
2019
Q3 | $2.92M | Sell |
73,782
-225
| -0.3% | -$8.9K | 1.54% | 20 |
|
|
2019
Q2 | $2.73M | Buy |
74,007
+1,515
| +2% | +$55.8K | 0.98% | 22 |
|
|
2019
Q1 | $2.36M | Sell |
72,492
-168
| -0.2% | -$5.46K | 0.88% | 23 |
|
|
2018
Q4 | $2.26M | Sell |
72,660
-6
| -0% | -$186 | 1.38% | 23 |
|
|
2018
Q3 | $2.28M | Buy |
72,666
+1,575
| +2% | +$49.3K | 1.21% | 24 |
|
|
2018
Q2 | $2.03M | Buy |
71,091
+2,955
| +4% | +$84.4K | 1.13% | 27 |
|
|
2018
Q1 | $2.02M | Sell |
68,136
-594
| -0.9% | -$17.6K | 1.16% | 26 |
|
|
2017
Q4 | $2.26M | Sell |
68,730
-891
| -1% | -$29.3K | 1.25% | 20 |
|
|
2017
Q3 | $1.81M | Buy |
69,621
+2,766
| +4% | +$72K | 1.04% | 30 |
|
|
2017
Q2 | $1.69M | Buy |
66,855
+1,851
| +3% | +$46.7K | 1.03% | 29 |
|
|
2017
Q1 | $1.58M | Buy |
65,004
+345
| +0.5% | +$8.39K | 1.04% | 26 |
|
|
2016
Q4 | $1.47M | Hold |
64,659
| – | – | 1.07% | 26 |
|
|
2016
Q3 | $1.47M | Buy |
64,659
+25,428
| +65% | +$578K | 1.07% | 26 |
|
|
2016
Q2 | $955K | Buy |
+39,231
| New | +$955K | 0.67% | 52 |
|