SIA
Soltis Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
19,802
+7,274
| +58% | +$711K | 0.15% | 130 |
|
|
2025
Q1 | $1.1M | Sell |
12,528
-1,254
| -9% | -$110K | 0.1% | 162 |
|
|
2024
Q4 | $1.25M | Buy |
13,782
+2,066
| +18% | +$187K | 0.12% | 152 |
|
|
2024
Q3 | $946K | Buy |
11,716
+2,831
| +32% | +$229K | 0.09% | 158 |
|
|
2024
Q2 | $602K | Buy |
8,885
+3,979
| +81% | +$269K | 0.06% | 191 |
|
|
2024
Q1 | $295K | Buy |
+4,906
| New | +$295K | 0.03% | 248 |
|
|
2023
Q4 | – | Sell |
-1,308
| Closed | -$209K | – | 304 |
|
|
2023
Q3 | $209K | Buy |
+1,308
| New | +$209K | 0.03% | 252 |
|
|
2022
Q1 | – | Sell |
-4,483
| Closed | -$649K | – | 274 |
|
|
2021
Q4 | $649K | Sell |
4,483
-186
| -4% | -$26.9K | 0.09% | 151 |
|
|
2021
Q3 | $651K | Buy |
4,669
+23
| +0.5% | +$3.21K | 0.1% | 143 |
|
|
2021
Q2 | $655K | Buy |
4,646
+3,054
| +192% | +$431K | 0.1% | 147 |
|
|
2021
Q1 | $216K | Sell |
1,592
-5
| -0.3% | -$678 | 0.04% | 198 |
|
|
2020
Q4 | $230K | Buy |
+1,597
| New | +$230K | 0.04% | 199 |
|
|
2020
Q1 | – | Sell |
-1,967
| Closed | -$234K | – | 178 |
|
|
2019
Q4 | $234K | Buy |
+1,967
| New | +$234K | 0.05% | 137 |
|