SIS
Sound Income Strategies’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Buy |
29,008
+6,457
| +29% | +$631K | 0.16% | 111 |
|
|
2025
Q1 | $1.98M | Sell |
22,551
-1,141
| -5% | -$100K | 0.12% | 121 |
|
|
2024
Q4 | $2.14M | Buy |
23,692
+80
| +0.3% | +$7.23K | 0.13% | 116 |
|
|
2024
Q3 | $1.91M | Sell |
23,612
-1,197
| -5% | -$96.7K | 0.12% | 117 |
|
|
2024
Q2 | $1.68M | Buy |
24,809
+1,089
| +5% | +$73.7K | 0.11% | 117 |
|
|
2024
Q1 | $1.43M | Buy |
23,720
+17,090
| +258% | +$1.03M | 0.11% | 114 |
|
|
2023
Q4 | $1.05M | Buy |
6,630
+1,638
| +33% | +$258K | 0.09% | 118 |
|
|
2023
Q3 | $798K | Buy |
4,992
+1,106
| +28% | +$177K | 0.07% | 107 |
|
|
2023
Q2 | $611K | Buy |
3,886
+494
| +15% | +$77.6K | 0.06% | 109 |
|
|
2023
Q1 | $500K | Buy |
3,392
+317
| +10% | +$46.7K | 0.05% | 109 |
|
|
2022
Q4 | $436K | Buy |
3,075
+116
| +4% | +$16.5K | 0.06% | 105 |
|
|
2022
Q3 | $384K | Sell |
2,959
-377
| -11% | -$48.9K | 0.06% | 107 |
|
|
2022
Q2 | $406K | Buy |
3,336
+148
| +5% | +$18K | 0.05% | 111 |
|
|
2022
Q1 | $475K | Buy |
3,188
+161
| +5% | +$24K | 0.05% | 107 |
|
|
2021
Q4 | $438K | Buy |
3,027
+92
| +3% | +$13.3K | 0.05% | 113 |
|
|
2021
Q3 | $409K | Buy |
2,935
+95
| +3% | +$13.2K | 0.05% | 113 |
|
|
2021
Q2 | $400K | Sell |
2,840
-519
| -15% | -$73.1K | 0.06% | 120 |
|
|
2021
Q1 | $456K | Buy |
3,359
+264
| +9% | +$35.9K | 0.08% | 98 |
|
|
2020
Q4 | $446K | Sell |
3,095
-7,606
| -71% | -$1.1M | 0.1% | 89 |
|
|
2020
Q3 | $1.5M | Sell |
10,701
-2,824
| -21% | -$395K | 0.41% | 33 |
|
|
2020
Q2 | $1.62M | Sell |
13,525
-11,642
| -46% | -$1.39M | 0.48% | 32 |
|
|
2020
Q1 | $2.86M | Buy |
25,167
+1,994
| +9% | +$227K | 0.98% | 13 |
|
|
2019
Q4 | $2.75M | Buy |
23,173
+1,302
| +6% | +$155K | 0.74% | 14 |
|
|
2019
Q3 | $2.6M | Buy |
21,871
+2,583
| +13% | +$307K | 0.78% | 14 |
|
|
2019
Q2 | $2.13M | Buy |
19,288
+3,744
| +24% | +$414K | 0.74% | 14 |
|
|
2019
Q1 | $1.52M | Buy |
15,544
+321
| +2% | +$31.3K | 0.69% | 18 |
|
|
2018
Q4 | $1.42M | Sell |
15,223
-868
| -5% | -$80.9K | 0.74% | 17 |
|
|
2018
Q3 | $1.51M | Buy |
16,091
+3,825
| +31% | +$359K | 0.74% | 17 |
|
|
2018
Q2 | $1.05M | Buy |
12,266
+2,030
| +20% | +$174K | 0.61% | 16 |
|
|
2018
Q1 | $911K | Buy |
10,236
+605
| +6% | +$53.8K | 0.6% | 14 |
|
|
2017
Q4 | $973K | Buy |
+9,631
| New | +$973K | 0.64% | 21 |
|