SWMG
Signature Wealth Management Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $948K | Buy |
9,695
+86
| +0.9% | +$8.41K | 0.37% | 72 |
|
|
2025
Q1 | $844K | Sell |
9,609
-196
| -2% | -$17.2K | 0.33% | 76 |
|
|
2024
Q4 | $886K | Sell |
9,805
-336
| -3% | -$30.4K | 0.36% | 76 |
|
|
2024
Q3 | $819K | Sell |
10,141
-369
| -4% | -$29.8K | 0.33% | 75 |
|
|
2024
Q2 | $712K | Buy |
10,510
+299
| +3% | +$20.2K | 0.31% | 77 |
|
|
2024
Q1 | $608K | Buy |
10,211
+6,779
| +198% | +$404K | 0.28% | 80 |
|
|
2023
Q4 | $541K | Buy |
+3,432
| New | +$541K | 0.25% | 81 |
|
|
2023
Q2 | $540K | Buy |
3,436
+65
| +2% | +$10.2K | 0.25% | 81 |
|
|
2023
Q1 | $497K | Sell |
3,371
-186
| -5% | -$27.4K | 0.24% | 79 |
|
|
2022
Q4 | $504K | Sell |
3,557
-13
| -0.4% | -$1.84K | 0.25% | 73 |
|
|
2022
Q3 | $463K | Buy |
3,570
+22
| +0.6% | +$2.85K | 0.24% | 74 |
|
|
2022
Q2 | $431K | Hold |
3,548
| – | – | 0.21% | 73 |
|
|
2022
Q1 | $528K | Buy |
3,548
+7
| +0.2% | +$1.04K | 0.24% | 70 |
|
|
2021
Q4 | $512K | Buy |
3,541
+727
| +26% | +$105K | 0.26% | 69 |
|
|
2021
Q3 | $392K | Hold |
2,814
| – | – | 0.22% | 67 |
|
|
2021
Q2 | $397K | Hold |
2,814
| – | – | 0.22% | 68 |
|
|
2021
Q1 | $382K | Hold |
2,814
| – | – | 0.22% | 69 |
|
|
2020
Q4 | $406K | Hold |
2,814
| – | – | 0.26% | 67 |
|
|
2020
Q3 | $394K | Hold |
2,814
| – | – | 0.28% | 67 |
|
|
2020
Q2 | $337K | Hold |
2,814
| – | – | 0.26% | 64 |
|
|
2020
Q1 | $320K | Hold |
2,814
| – | – | 0.28% | 66 |
|
|
2019
Q4 | $334K | Sell |
2,814
-132
| -4% | -$15.7K | 0.21% | 71 |
|
|
2019
Q3 | $350K | Buy |
2,946
+19
| +0.6% | +$2.26K | 0.23% | 68 |
|
|
2019
Q2 | $328K | Hold |
2,927
| – | – | 0.22% | 69 |
|
|
2019
Q1 | $285K | Sell |
2,927
-400
| -12% | -$38.9K | 0.2% | 71 |
|
|
2018
Q4 | $310K | Hold |
3,327
| – | – | 0.24% | 68 |
|
|
2018
Q3 | $332K | Hold |
3,327
| – | – | 0.25% | 66 |
|
|
2018
Q2 | $285K | Buy |
3,327
+40
| +1% | +$3.43K | 0.21% | 65 |
|
|
2018
Q1 | $292K | Sell |
3,287
-12
| -0.4% | -$1.07K | 0.23% | 63 |
|
|
2017
Q4 | $326K | Buy |
+3,299
| New | +$326K | 0.24% | 62 |
|