SVWAG
Sound View Wealth Advisors Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.65M | Sell |
98,725
-2,726
| -3% | -$267K | 0.71% | 36 |
|
|
2025
Q1 | $8.91M | Sell |
101,451
-1,105
| -1% | -$97K | 0.73% | 36 |
|
|
2024
Q4 | $9.27M | Buy |
102,556
+6,369
| +7% | +$575K | 0.75% | 33 |
|
|
2024
Q3 | $7.77M | Buy |
96,187
+12,920
| +16% | +$1.04M | 0.63% | 43 |
|
|
2024
Q2 | $5.64M | Sell |
83,267
-479
| -0.6% | -$32.4K | 0.58% | 49 |
|
|
2024
Q1 | $5.04M | Buy |
83,746
+51,923
| +163% | +$3.12M | 0.54% | 48 |
|
|
2023
Q4 | $5.02M | Buy |
31,823
+2,334
| +8% | +$368K | 0.55% | 47 |
|
|
2023
Q3 | $4.72M | Buy |
29,489
+2,864
| +11% | +$458K | 0.59% | 44 |
|
|
2023
Q2 | $4.18M | Sell |
26,625
-1,932
| -7% | -$304K | 0.55% | 48 |
|
|
2023
Q1 | $4.21M | Sell |
28,557
-3,266
| -10% | -$482K | 0.58% | 44 |
|
|
2022
Q4 | $5.02M | Buy |
31,823
+7,956
| +33% | +$1.25M | 0.55% | 47 |
|
|
2022
Q3 | $3.1M | Buy |
23,867
+1,020
| +4% | +$132K | 0.69% | 43 |
|
|
2022
Q2 | $2.78M | Sell |
22,847
-1,643
| -7% | -$200K | 0.58% | 49 |
|
|
2022
Q1 | $3.65M | Buy |
24,490
+1,297
| +6% | +$193K | 0.69% | 40 |
|
|
2021
Q4 | $3.36M | Buy |
23,193
+850
| +4% | +$123K | 0.63% | 45 |
|
|
2021
Q3 | $3.11M | Buy |
22,343
+1,471
| +7% | +$205K | 0.65% | 43 |
|
|
2021
Q2 | $2.94M | Sell |
20,872
-974
| -4% | -$137K | 0.62% | 45 |
|
|
2021
Q1 | $2.97M | Buy |
21,846
+566
| +3% | +$76.9K | 0.69% | 43 |
|
|
2020
Q4 | $3.07M | Buy |
21,280
+1,222
| +6% | +$176K | 0.75% | 40 |
|
|
2020
Q3 | $2.81M | Sell |
20,058
-579
| -3% | -$81K | 0.74% | 38 |
|
|
2020
Q2 | $2.47M | Sell |
20,637
-16
| -0.1% | -$1.92K | 0.7% | 44 |
|
|
2020
Q1 | $2.35M | Buy |
20,653
+845
| +4% | +$96K | 0.81% | 41 |
|
|
2019
Q4 | $2.35M | Sell |
19,808
-1,417
| -7% | -$168K | 0.66% | 49 |
|
|
2019
Q3 | $2.52M | Sell |
21,225
-219
| -1% | -$26K | 0.75% | 43 |
|
|
2019
Q2 | $2.37M | Buy |
+21,444
| New | +$2.37M | 0.7% | 43 |
|