SWA
SFMG Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
113,841
+564
| +0.5% | +$55.1K | 0.84% | 18 |
|
|
2025
Q1 | $9.94M | Sell |
113,277
-1,423
| -1% | -$125K | 0.78% | 19 |
|
|
2024
Q4 | $10.4M | Sell |
114,700
-2,977
| -3% | -$269K | 0.82% | 17 |
|
|
2024
Q3 | $9.5M | Buy |
117,677
+68
| +0.1% | +$5.49K | 0.77% | 18 |
|
|
2024
Q2 | $7.96M | Sell |
117,609
-955
| -0.8% | -$64.7K | 0.69% | 19 |
|
|
2024
Q1 | $7.13M | Buy |
118,564
+79,163
| +201% | +$4.76M | 0.61% | 21 |
|
|
2023
Q4 | $6.21M | Buy |
39,401
+16
| +0% | +$2.52K | 0.58% | 22 |
|
|
2023
Q3 | $6.3M | Buy |
39,385
+970
| +3% | +$155K | 0.65% | 21 |
|
|
2023
Q2 | $6.04M | Sell |
38,415
-198
| -0.5% | -$31.1K | 0.62% | 22 |
|
|
2023
Q1 | $5.69M | Sell |
38,613
-759
| -2% | -$112K | 0.61% | 21 |
|
|
2022
Q4 | $5.58M | Sell |
39,372
-729
| -2% | -$103K | 0.62% | 23 |
|
|
2022
Q3 | $5.26M | Buy |
40,101
+527
| +1% | +$69.1K | 0.61% | 22 |
|
|
2022
Q2 | $4.81M | Buy |
39,574
+2,829
| +8% | +$344K | 0.56% | 22 |
|
|
2022
Q1 | $5.47M | Buy |
36,745
+3,106
| +9% | +$463K | 0.54% | 25 |
|
|
2021
Q4 | $4.87M | Buy |
33,639
+3,235
| +11% | +$468K | 0.47% | 27 |
|
|
2021
Q3 | $4.24M | Buy |
30,404
+3,841
| +14% | +$535K | 0.47% | 27 |
|
|
2021
Q2 | $3.75M | Buy |
26,563
+1,019
| +4% | +$144K | 0.42% | 32 |
|
|
2021
Q1 | $3.47M | Buy |
25,544
+2,569
| +11% | +$349K | 0.4% | 31 |
|
|
2020
Q4 | $3.31M | Buy |
22,975
+6,280
| +38% | +$905K | 0.42% | 32 |
|
|
2020
Q3 | $2.34M | Buy |
16,695
+2,464
| +17% | +$345K | 0.32% | 37 |
|
|
2020
Q2 | $1.71M | Buy |
14,231
+7,045
| +98% | +$844K | 0.24% | 40 |
|
|
2020
Q1 | $816K | Buy |
7,186
+567
| +9% | +$64.4K | 0.12% | 50 |
|
|
2019
Q4 | $787K | Buy |
6,619
+877
| +15% | +$104K | 0.1% | 76 |
|
|
2019
Q3 | $681K | Buy |
5,742
+257
| +5% | +$30.5K | 0.09% | 71 |
|
|
2019
Q2 | $620K | Sell |
5,485
-142
| -3% | -$16.1K | 0.08% | 71 |
|
|
2019
Q1 | $549K | Buy |
5,627
+697
| +14% | +$68K | 0.08% | 72 |
|
|
2018
Q4 | $459K | Buy |
4,930
+144
| +3% | +$13.4K | 0.07% | 80 |
|
|
2018
Q3 | $485K | Buy |
4,786
+1,154
| +32% | +$117K | 0.07% | 67 |
|
|
2018
Q2 | $311K | Buy |
3,632
+703
| +24% | +$60.2K | 0.05% | 102 |
|
|
2018
Q1 | $261K | Buy |
+2,929
| New | +$261K | 0.04% | 113 |
|
|
2015
Q2 | – | Sell |
-4,631
| Closed | -$381K | – | 171 |
|
|
2015
Q1 | $381K | Buy |
+4,631
| New | +$381K | 0.03% | 120 |
|