SFP
Shepherd Financial Partners’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Sell |
49,552
-554
| -1% | -$54.2K | 0.51% | 41 |
|
|
2025
Q1 | $4.4M | Buy |
50,106
+1,385
| +3% | +$122K | 0.52% | 41 |
|
|
2024
Q4 | $4.4M | Buy |
48,721
+372
| +0.8% | +$33.6K | 0.53% | 34 |
|
|
2024
Q3 | $3.9M | Buy |
48,349
+493
| +1% | +$39.8K | 0.47% | 36 |
|
|
2024
Q2 | $3.24M | Buy |
47,856
+127
| +0.3% | +$8.6K | 0.42% | 40 |
|
|
2024
Q1 | $2.87M | Buy |
47,729
+32,693
| +217% | +$1.97M | 0.38% | 43 |
|
|
2023
Q4 | $2.37M | Sell |
15,036
-4
| -0% | -$631 | 0.34% | 50 |
|
|
2023
Q3 | $2.41M | Buy |
15,040
+1,226
| +9% | +$196K | 0.38% | 51 |
|
|
2023
Q2 | $2.17M | Buy |
13,814
+217
| +2% | +$34.1K | 0.34% | 56 |
|
|
2023
Q1 | $2M | Buy |
13,597
+22
| +0.2% | +$3.24K | 0.34% | 52 |
|
|
2022
Q4 | $1.92M | Buy |
13,575
+2,878
| +27% | +$408K | 0.35% | 52 |
|
|
2022
Q3 | $1.39M | Buy |
10,697
+5,252
| +96% | +$681K | 0.27% | 64 |
|
|
2022
Q2 | $662K | Sell |
5,445
-3,458
| -39% | -$420K | 0.13% | 97 |
|
|
2022
Q1 | $1.33M | Buy |
8,903
+5,989
| +206% | +$893K | 0.24% | 72 |
|
|
2021
Q4 | $420K | Buy |
2,914
+30
| +1% | +$4.32K | 0.07% | 122 |
|
|
2021
Q3 | $402K | Buy |
2,884
+1,050
| +57% | +$146K | 0.08% | 119 |
|
|
2021
Q2 | $259K | Buy |
1,834
+11
| +0.6% | +$1.55K | 0.05% | 134 |
|
|
2021
Q1 | $248K | Buy |
+1,823
| New | +$248K | 0.05% | 131 |
|