Signet Financial Management’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Buy
2,583
+196
+8% +$19.2K 0.03% 259
2025
Q1
$210K Buy
+2,387
New +$210K 0.03% 275
2022
Q2
Sell
-6,501
Closed -$323K 268
2022
Q1
$323K Sell
6,501
-93
-1% -$4.62K 0.05% 209
2021
Q4
$318K Sell
6,594
-399
-6% -$19.2K 0.05% 211
2021
Q3
$325K Buy
+6,993
New +$325K 0.06% 212
2021
Q2
Sell
-7,734
Closed -$350K 246
2021
Q1
$350K Buy
7,734
+1,206
+18% +$54.6K 0.07% 189
2020
Q4
$314K Buy
6,528
+300
+5% +$14.4K 0.06% 193
2020
Q3
$295K Buy
6,228
+1,263
+25% +$59.8K 0.07% 190
2020
Q2
$218K Sell
4,965
-37,164
-88% -$1.63M 0.05% 199
2020
Q1
$1.74M Buy
42,129
+1,311
+3% +$54.1K 0.41% 79
2019
Q4
$1.62M Buy
40,818
+1,203
+3% +$47.7K 0.3% 96
2019
Q3
$1.57M Buy
39,615
+300
+0.8% +$11.9K 0.31% 97
2019
Q2
$1.48M Hold
39,315
0.29% 97
2019
Q1
$1.33M Sell
39,315
-339
-0.9% -$11.4K 0.26% 102
2018
Q4
$1.23M Sell
39,654
-7,500
-16% -$233K 0.27% 104
2018
Q3
$1.48M Hold
47,154
0.26% 101
2018
Q2
$1.35M Sell
47,154
-339
-0.7% -$9.68K 0.24% 102
2018
Q1
$1.41M Hold
47,493
0.25% 99
2017
Q4
$1.56M Buy
47,493
+300
+0.6% +$9.87K 0.29% 88
2017
Q3
$1.23M Sell
47,193
-270
-0.6% -$7.03K 0.24% 101
2017
Q2
$1.2M Sell
47,463
-567
-1% -$14.3K 0.25% 104
2017
Q1
$1.15M Buy
48,030
+36,738
+325% +$883K 0.25% 104
2016
Q4
$260K Sell
11,292
-900
-7% -$20.7K 0.06% 152
2016
Q3
$293K Sell
12,192
-6,528
-35% -$157K 0.07% 138
2016
Q2
$456K Sell
18,720
-2,682
-13% -$65.3K 0.11% 121
2016
Q1
$489K Sell
21,402
-2,229
-9% -$50.9K 0.1% 115
2015
Q4
$483K Buy
23,631
+1,161
+5% +$23.7K 0.1% 114
2015
Q3
$486K Sell
22,470
-13,437
-37% -$291K 0.11% 101
2015
Q2
$849K Sell
35,907
-39
-0.1% -$922 0.2% 82
2015
Q1
$986K Buy
+35,946
New +$986K 0.27% 79