Sittner & Nelson’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $603K | Buy |
6,167
+3
| +0% | +$293 | 0.24% | 68 |
|
2025
Q1 | $541K | Buy |
6,164
+1
| +0% | +$88 | 0.23% | 69 |
|
2024
Q4 | $557K | Hold |
6,163
| – | – | 0.24% | 65 |
|
2024
Q3 | $498K | Sell |
6,163
-54
| -0.9% | -$4.36K | 0.22% | 70 |
|
2024
Q2 | $421K | Sell |
6,217
-700
| -10% | -$47.4K | 0.21% | 72 |
|
2024
Q1 | $416K | Sell |
6,917
-1
| -0% | -$60 | 0.21% | 74 |
|
2023
Q4 | $364K | Hold |
6,918
| – | – | 0.19% | 80 |
|
2023
Q3 | $369K | Sell |
6,918
-60
| -0.9% | -$3.2K | 0.21% | 75 |
|
2023
Q2 | $366K | Sell |
6,978
-801
| -10% | -$42K | 0.2% | 79 |
|
2023
Q1 | $382K | Buy |
7,779
+6
| +0.1% | +$295 | 0.22% | 78 |
|
2022
Q4 | $367K | Hold |
7,773
| – | – | 0.22% | 81 |
|
2022
Q3 | $336K | Sell |
7,773
-900
| -10% | -$38.9K | 0.23% | 76 |
|
2022
Q2 | $351K | Buy |
8,673
+1,500
| +21% | +$60.7K | 0.23% | 79 |
|
2022
Q1 | $356K | Sell |
7,173
-408
| -5% | -$20.2K | 0.21% | 78 |
|
2021
Q4 | $366K | Buy |
7,581
+1,500
| +25% | +$72.4K | 0.21% | 75 |
|
2021
Q3 | $283K | Hold |
6,081
| – | – | 0.18% | 79 |
|
2021
Q2 | $286K | Hold |
6,081
| – | – | 0.2% | 71 |
|
2021
Q1 | $275K | Hold |
6,081
| – | – | 0.21% | 71 |
|
2020
Q4 | $292K | Buy |
+6,081
| New | +$292K | 0.26% | 70 |
|