SSWM
Sheets Smith Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
16,602
-4,373
| -21% | -$428K | 0.19% | 111 |
|
|
2025
Q1 | $1.84M | Buy |
20,975
+115
| +0.6% | +$10.1K | 0.23% | 98 |
|
|
2024
Q4 | $1.88M | Sell |
20,860
-124
| -0.6% | -$11.2K | 0.23% | 103 |
|
|
2024
Q3 | $1.69M | Sell |
20,984
-461
| -2% | -$37.2K | 0.21% | 112 |
|
|
2024
Q2 | $1.45M | Buy |
21,445
+312
| +1% | +$21.1K | 0.17% | 124 |
|
|
2024
Q1 | $1.27M | Buy |
21,133
+14,235
| +206% | +$857K | 0.14% | 143 |
|
|
2023
Q4 | $1.09M | Buy |
6,898
+1,726
| +33% | +$272K | 0.15% | 132 |
|
|
2023
Q3 | $827K | Buy |
5,172
+403
| +8% | +$64.5K | 0.13% | 150 |
|
|
2023
Q2 | $750K | Sell |
4,769
-24
| -0.5% | -$3.77K | 0.11% | 163 |
|
|
2023
Q1 | $707K | Buy |
4,793
+96
| +2% | +$14.2K | 0.11% | 166 |
|
|
2022
Q4 | $666K | Sell |
4,697
-93
| -2% | -$13.2K | 0.1% | 167 |
|
|
2022
Q3 | $621K | Sell |
4,790
-43
| -0.9% | -$5.58K | 0.1% | 165 |
|
|
2022
Q2 | $588K | Sell |
4,833
-252
| -5% | -$30.7K | 0.1% | 164 |
|
|
2022
Q1 | $757K | Buy |
5,085
+17
| +0.3% | +$2.53K | 0.1% | 166 |
|
|
2021
Q4 | $733K | Sell |
5,068
-137
| -3% | -$19.8K | 0.09% | 185 |
|
|
2021
Q3 | $725K | Sell |
5,205
-669
| -11% | -$93.2K | 0.1% | 178 |
|
|
2021
Q2 | $828K | Sell |
5,874
-149
| -2% | -$21K | 0.11% | 161 |
|
|
2021
Q1 | $818K | Sell |
6,023
-219
| -4% | -$29.7K | 0.12% | 153 |
|
|
2020
Q4 | $900K | Sell |
6,242
-738
| -11% | -$106K | 0.14% | 144 |
|
|
2020
Q3 | $977K | Sell |
6,980
-274
| -4% | -$38.4K | 0.17% | 118 |
|
|
2020
Q2 | $869K | Buy |
7,254
+136
| +2% | +$16.3K | 0.17% | 116 |
|
|
2020
Q1 | $809K | Buy |
7,118
+1,383
| +24% | +$157K | 0.17% | 123 |
|
|
2019
Q4 | $682K | Buy |
5,735
+5
| +0.1% | +$595 | 0.13% | 163 |
|
|
2019
Q3 | $680K | Buy |
5,730
+19
| +0.3% | +$2.26K | 0.14% | 161 |
|
|
2019
Q2 | $631K | Sell |
5,711
-181
| -3% | -$20K | 0.13% | 168 |
|
|
2019
Q1 | $575K | Sell |
5,892
-33
| -0.6% | -$3.22K | 0.12% | 179 |
|
|
2018
Q4 | $552K | Sell |
5,925
-129
| -2% | -$12K | 0.15% | 147 |
|
|
2018
Q3 | $569K | Sell |
6,054
-88
| -1% | -$8.27K | 0.12% | 196 |
|
|
2018
Q2 | $526K | Sell |
6,142
-580
| -9% | -$49.7K | 0.12% | 178 |
|
|
2018
Q1 | $598K | Buy |
6,722
+60
| +0.9% | +$5.34K | 0.14% | 168 |
|
|
2017
Q4 | $658K | Buy |
+6,662
| New | +$658K | 0.16% | 162 |
|
|
2014
Q1 | – | Sell |
-2,650
| Closed | -$209K | – | 280 |
|
|
2013
Q4 | $209K | Buy |
+2,650
| New | +$209K | 0.06% | 239 |
|