SIG
Sky Investment Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
22,612
+1,999
| +10% | +$195K | 0.39% | 65 |
|
|
2025
Q1 | $1.81M | Hold |
20,613
| – | – | 0.33% | 73 |
|
|
2024
Q4 | $1.86M | Hold |
20,613
| – | – | 0.34% | 71 |
|
|
2024
Q3 | $1.66M | Sell |
20,613
-105
| -0.5% | -$8.48K | 0.3% | 77 |
|
|
2024
Q2 | $1.4M | Sell |
20,718
-24
| -0.1% | -$1.63K | 0.27% | 76 |
|
|
2024
Q1 | $1.25M | Buy |
20,742
+13,854
| +201% | +$834K | 0.24% | 76 |
|
|
2023
Q4 | $1.09M | Sell |
6,888
-50
| -0.7% | -$7.88K | 0.23% | 77 |
|
|
2023
Q3 | $1.11M | Sell |
6,938
-75
| -1% | -$12K | 0.25% | 75 |
|
|
2023
Q2 | $1.1M | Buy |
7,013
+135
| +2% | +$21.2K | 0.24% | 77 |
|
|
2023
Q1 | $1.01M | Sell |
6,878
-12
| -0.2% | -$1.77K | 0.23% | 81 |
|
|
2022
Q4 | $977K | Buy |
6,890
+105
| +2% | +$14.9K | 0.23% | 81 |
|
|
2022
Q3 | $880K | Sell |
6,785
-255
| -4% | -$33.1K | 0.23% | 77 |
|
|
2022
Q2 | $856K | Buy |
7,040
+211
| +3% | +$25.7K | 0.2% | 82 |
|
|
2022
Q1 | $1.02M | Sell |
6,829
-82
| -1% | -$12.2K | 0.21% | 84 |
|
|
2021
Q4 | $1M | Sell |
6,911
-85
| -1% | -$12.3K | 0.2% | 88 |
|
|
2021
Q3 | $975K | Buy |
6,996
+66
| +1% | +$9.2K | 0.22% | 85 |
|
|
2021
Q2 | $977K | Buy |
6,930
+556
| +9% | +$78.4K | 0.22% | 82 |
|
|
2021
Q1 | $866K | Buy |
6,374
+2,388
| +60% | +$324K | 0.21% | 83 |
|
|
2020
Q4 | $575K | Buy |
3,986
+111
| +3% | +$16K | 0.15% | 87 |
|
|
2020
Q3 | $542K | Buy |
3,875
+1,659
| +75% | +$232K | 0.15% | 88 |
|
|
2020
Q2 | $265K | Buy |
2,216
+266
| +14% | +$31.8K | 0.09% | 90 |
|
|
2020
Q1 | $222K | Hold |
1,950
| – | – | 0.09% | 87 |
|
|
2019
Q4 | $232K | Hold |
1,950
| – | – | 0.08% | 98 |
|
|
2019
Q3 | $231K | Sell |
1,950
-250
| -11% | -$29.6K | 0.08% | 94 |
|
|
2019
Q2 | $243K | Hold |
2,200
| – | – | 0.09% | 94 |
|
|
2019
Q1 | $215K | Hold |
2,200
| – | – | 0.08% | 96 |
|
|
2018
Q4 | $205K | Hold |
2,200
| – | – | 0.09% | 95 |
|
|
2018
Q3 | $207K | Sell |
2,200
-150
| -6% | -$14.1K | 0.08% | 98 |
|
|
2018
Q2 | $201K | Hold |
2,350
| – | – | 0.08% | 98 |
|
|
2018
Q1 | $209K | Buy |
2,350
+300
| +15% | +$26.7K | 0.08% | 95 |
|
|
2017
Q4 | $202K | Buy |
+2,050
| New | +$202K | 0.08% | 96 |
|
|
2015
Q1 | – | Sell |
-2,421
| Closed | -$208K | – | 79 |
|
|
2014
Q4 | $208K | Sell |
2,421
-695
| -22% | -$59.7K | 0.11% | 78 |
|
|
2014
Q3 | $238K | Buy |
+3,116
| New | +$238K | 0.13% | 72 |
|
|
2014
Q2 | – | Sell |
-3,231
| Closed | -$247K | – | 76 |
|
|
2014
Q1 | $247K | Buy |
3,231
+15
| +0.5% | +$1.15K | 0.14% | 72 |
|
|
2013
Q4 | $253K | Buy |
+3,216
| New | +$253K | 0.14% | 67 |
|