SDAM
Shulman DeMeo Asset Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
17,740
-432
| -2% | -$42.2K | 0.43% | 19 |
|
|
2025
Q1 | $1.6M | Buy |
18,172
+4
| +0% | +$351 | 0.45% | 18 |
|
|
2024
Q4 | $1.64M | Sell |
18,168
-1,246
| -6% | -$113K | 0.44% | 18 |
|
|
2024
Q3 | $1.57M | Buy |
19,414
+24
| +0.1% | +$1.94K | 0.38% | 21 |
|
|
2024
Q2 | $1.31M | Sell |
19,390
-252
| -1% | -$17.1K | 0.34% | 22 |
|
|
2024
Q1 | $1.18M | Buy |
19,642
+13,104
| +200% | +$788K | 0.31% | 26 |
|
|
2023
Q4 | $1.03M | Buy |
6,538
+177
| +3% | +$27.9K | 0.29% | 30 |
|
|
2023
Q3 | $1.02M | Sell |
6,361
-203
| -3% | -$32.5K | 0.34% | 30 |
|
|
2023
Q2 | $1.03M | Sell |
6,564
-290
| -4% | -$45.6K | 0.31% | 30 |
|
|
2023
Q1 | $1.01M | Buy |
6,854
+46
| +0.7% | +$6.78K | 0.32% | 30 |
|
|
2022
Q4 | $965K | Sell |
6,808
-61
| -0.9% | -$8.65K | 0.32% | 32 |
|
|
2022
Q3 | $891K | Sell |
6,869
-100
| -1% | -$13K | 0.32% | 33 |
|
|
2022
Q2 | $847K | Buy |
6,969
+31
| +0.4% | +$3.77K | 0.28% | 37 |
|
|
2022
Q1 | $1.03M | Buy |
6,938
+61
| +0.9% | +$9.08K | 0.29% | 37 |
|
|
2021
Q4 | $995K | Sell |
6,877
-268
| -4% | -$38.8K | 0.26% | 39 |
|
|
2021
Q3 | $996K | Buy |
+7,145
| New | +$996K | 0.86% | 22 |
|
|
2021
Q2 | – | Sell |
-7,180
| Closed | -$975K | – | 144 |
|
|
2021
Q1 | $975K | Buy |
7,180
+361
| +5% | +$49K | 0.27% | 44 |
|
|
2020
Q4 | $983K | Buy |
6,819
+143
| +2% | +$20.6K | 0.28% | 41 |
|
|
2020
Q3 | $934K | Sell |
6,676
-117
| -2% | -$16.4K | 0.31% | 36 |
|
|
2020
Q2 | $814K | Sell |
6,793
-4
| -0.1% | -$479 | 0.31% | 36 |
|
|
2020
Q1 | $772K | Sell |
6,797
-555
| -8% | -$63K | 0.36% | 35 |
|
|
2019
Q4 | $874K | Buy |
7,352
+627
| +9% | +$74.5K | 0.3% | 39 |
|
|
2019
Q3 | $798K | Buy |
6,725
+451
| +7% | +$53.5K | 0.27% | 42 |
|
|
2019
Q2 | $693K | Buy |
6,274
+2,411
| +62% | +$266K | 0.26% | 42 |
|
|
2019
Q1 | $377K | Buy |
+3,863
| New | +$377K | 0.14% | 73 |
|