SSW
Smith Shellnut Wilson’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
12,639
-1,832
| -13% | -$179K | 0.54% | 40 |
|
|
2025
Q1 | $1.27M | Buy |
14,471
+150
| +1% | +$13.2K | 0.58% | 38 |
|
|
2024
Q4 | $1.29M | Buy |
14,321
+521
| +4% | +$47.1K | 0.57% | 36 |
|
|
2024
Q3 | $1.11M | Sell |
13,800
-70
| -0.5% | -$5.65K | 0.5% | 42 |
|
|
2024
Q2 | $939K | Buy |
13,870
+17
| +0.1% | +$1.15K | 0.46% | 43 |
|
|
2024
Q1 | $834K | Buy |
13,853
+9,054
| +189% | +$545K | 0.44% | 43 |
|
|
2023
Q4 | $757K | Sell |
4,799
-37
| -0.8% | -$5.83K | 0.43% | 43 |
|
|
2023
Q3 | $773K | Hold |
4,836
| – | – | 0.47% | 35 |
|
|
2023
Q2 | $760K | Sell |
4,836
-5
| -0.1% | -$786 | 0.43% | 40 |
|
|
2023
Q1 | $714K | Hold |
4,841
| – | – | 0.43% | 42 |
|
|
2022
Q4 | $686K | Sell |
4,841
-5
| -0.1% | -$709 | 0.42% | 46 |
|
|
2022
Q3 | $629K | Buy |
4,846
+56
| +1% | +$7.27K | 0.42% | 46 |
|
|
2022
Q2 | $582K | Sell |
4,790
-300
| -6% | -$36.5K | 0.36% | 52 |
|
|
2022
Q1 | $758K | Sell |
5,090
-73
| -1% | -$10.9K | 0.4% | 45 |
|
|
2021
Q4 | $747K | Buy |
5,163
+19
| +0.4% | +$2.75K | 0.37% | 51 |
|
|
2021
Q3 | $717K | Hold |
5,144
| – | – | 0.41% | 44 |
|
|
2021
Q2 | $725K | Sell |
5,144
-228
| -4% | -$32.1K | 0.42% | 49 |
|
|
2021
Q1 | $730K | Buy |
5,372
+48
| +0.9% | +$6.52K | 0.45% | 45 |
|
|
2020
Q4 | $767K | Sell |
5,324
-505
| -9% | -$72.8K | 0.46% | 43 |
|
|
2020
Q3 | $816 | Hold |
5,829
| – | – | 0.3% | 45 |
|
|
2020
Q2 | $698K | Hold |
5,829
| – | – | 0.5% | 37 |
|
|
2020
Q1 | $662K | Buy |
5,829
+142
| +2% | +$16.1K | 0.56% | 35 |
|
|
2019
Q4 | $676K | Buy |
5,687
+1,392
| +32% | +$165K | 0.45% | 45 |
|
|
2019
Q3 | $510K | Buy |
4,295
+329
| +8% | +$39.1K | 0.38% | 50 |
|
|
2019
Q2 | $438K | Buy |
3,966
+168
| +4% | +$18.6K | 0.33% | 55 |
|
|
2019
Q1 | $370K | Buy |
3,798
+676
| +22% | +$65.9K | 0.29% | 63 |
|
|
2018
Q4 | $291K | Buy |
3,122
+63
| +2% | +$5.87K | 0.31% | 65 |
|
|
2018
Q3 | $287K | Buy |
+3,059
| New | +$287K | 0.26% | 82 |
|
|
2018
Q1 | $272K | Sell |
3,059
-4,699
| -61% | -$418K | 0.23% | 76 |
|
|
2017
Q4 | $766K | Buy |
7,758
+30
| +0.4% | +$2.96K | 0.65% | 29 |
|
|
2017
Q3 | $604K | Buy |
7,728
+1,696
| +28% | +$133K | 0.53% | 34 |
|
|
2017
Q2 | $440K | Sell |
6,032
-992
| -14% | -$72.4K | 0.46% | 41 |
|
|
2017
Q1 | $506K | Buy |
7,024
+552
| +9% | +$39.8K | 0.47% | 41 |
|
|
2016
Q4 | $447K | Buy |
+6,472
| New | +$447K | 0.43% | 44 |
|