SEIA
Signature Estate & Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7M | Sell |
334,888
-5,697
| -2% | -$557K | 0.75% | 29 |
|
|
2025
Q1 | $29.9M | Sell |
340,585
-422,588
| -55% | -$37.1M | 0.79% | 29 |
|
|
2024
Q4 | $69M | Sell |
763,173
-86,628
| -10% | -$7.83M | 1.73% | 13 |
|
|
2024
Q3 | $68.6M | Buy |
849,801
+2,926
| +0.3% | +$236K | 1.58% | 11 |
|
|
2024
Q2 | $57.3M | Sell |
846,875
-35,920
| -4% | -$2.43M | 1.43% | 18 |
|
|
2024
Q1 | $53.1M | Buy |
882,795
+658,070
| +293% | +$39.6M | 1.5% | 20 |
|
|
2023
Q4 | $35.4M | Buy |
224,725
+205,209
| +1,051% | +$32.4M | 1.04% | 31 |
|
|
2023
Q3 | $3.12M | Buy |
19,516
+879
| +5% | +$141K | 0.11% | 61 |
|
|
2023
Q2 | $2.93M | Buy |
18,637
+15,524
| +499% | +$2.44M | 0.1% | 61 |
|
|
2023
Q1 | $459K | Sell |
3,113
-126
| -4% | -$18.6K | 0.02% | 125 |
|
|
2022
Q4 | $459K | Sell |
3,239
-1,204
| -27% | -$171K | 0.02% | 127 |
|
|
2022
Q3 | $577K | Buy |
4,443
+68
| +2% | +$8.83K | 0.03% | 108 |
|
|
2022
Q2 | $532K | Sell |
4,375
-4,263
| -49% | -$518K | 0.03% | 113 |
|
|
2022
Q1 | $1.29M | Sell |
8,638
-278,073
| -97% | -$41.4M | 0.06% | 86 |
|
|
2021
Q4 | $41.5M | Buy |
286,711
+14,140
| +5% | +$2.05M | 1.86% | 19 |
|
|
2021
Q3 | $38M | Buy |
272,571
+11,795
| +5% | +$1.64M | 1.86% | 21 |
|
|
2021
Q2 | $36.8M | Buy |
260,776
+19,549
| +8% | +$2.76M | 1.65% | 26 |
|
|
2021
Q1 | $32.8M | Buy |
241,227
+26,052
| +12% | +$3.54M | 1.6% | 26 |
|
|
2020
Q4 | $31M | Buy |
215,175
+14
| +0% | +$2.02K | 1.68% | 23 |
|
|
2020
Q3 | $30.1M | Sell |
215,161
-2,274
| -1% | -$318K | 1.87% | 18 |
|
|
2020
Q2 | $26M | Sell |
217,435
-8,998
| -4% | -$1.08M | 1.84% | 22 |
|
|
2020
Q1 | $25.7M | Sell |
226,433
-12,038
| -5% | -$1.37M | 2.05% | 14 |
|
|
2019
Q4 | $28.3M | Sell |
238,471
-2,351
| -1% | -$279K | 1.73% | 17 |
|
|
2019
Q3 | $28.6M | Buy |
240,822
+3,144
| +1% | +$373K | 1.9% | 12 |
|
|
2019
Q2 | $26.3M | Buy |
237,678
+4,288
| +2% | +$474K | 1.73% | 15 |
|
|
2019
Q1 | $22.8M | Buy |
233,390
+7,446
| +3% | +$726K | 1.53% | 24 |
|
|
2018
Q4 | $21M | Sell |
225,944
-18,559
| -8% | -$1.73M | 1.86% | 17 |
|
|
2018
Q3 | $23M | Buy |
244,503
+22,740
| +10% | +$2.14M | 2.07% | 17 |
|
|
2018
Q2 | $19M | Buy |
221,763
+16,161
| +8% | +$1.38M | 1.79% | 22 |
|
|
2018
Q1 | $18.3M | Buy |
205,602
+11,169
| +6% | +$994K | 1.85% | 22 |
|
|
2017
Q4 | $19.2M | Buy |
194,433
+7,718
| +4% | +$762K | 1.96% | 15 |
|
|
2017
Q3 | $14.6M | Buy |
+186,715
| New | +$14.6M | 1.63% | 28 |
|