Sierra Summit Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Hold |
4,800
| – | – | 0.08% | 152 |
|
|
2025
Q1 | $421K | Hold |
4,800
| – | – | 0.09% | 154 |
|
|
2024
Q4 | $434K | Hold |
4,800
| – | – | 0.09% | 127 |
|
|
2024
Q3 | $388K | Hold |
4,800
| – | – | 0.09% | 116 |
|
|
2024
Q2 | $325K | Hold |
4,800
| – | – | 0.08% | 126 |
|
|
2024
Q1 | $289K | Hold |
4,800
| – | – | 0.08% | 128 |
|
|
2023
Q4 | $252K | Buy |
+4,800
| New | +$252K | 0.07% | 163 |
|