SFA
Source Financial Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $629K | Sell |
7,786
-383
| -5% | -$30.9K | 0.19% | 62 |
|
|
2024
Q2 | $553K | Sell |
8,169
-99
| -1% | -$6.7K | 0.17% | 63 |
|
|
2024
Q1 | $498K | Buy |
8,268
+4,374
| +112% | +$263K | 0.15% | 71 |
|
|
2023
Q4 | $614K | Buy |
3,894
+1,158
| +42% | +$183K | 0.19% | 67 |
|
|
2023
Q3 | $438K | Buy |
2,736
+95
| +4% | +$15.2K | 0.15% | 81 |
|
|
2023
Q2 | $415K | Buy |
2,641
+117
| +5% | +$18.4K | 0.14% | 91 |
|
|
2023
Q1 | $372K | Sell |
2,524
-1,455
| -37% | -$215K | 0.12% | 89 |
|
|
2022
Q4 | $564K | Sell |
3,979
-7
| -0.2% | -$992 | 0.21% | 72 |
|
|
2022
Q3 | $517K | Buy |
3,986
+148
| +4% | +$19.2K | 0.2% | 74 |
|
|
2022
Q2 | $467K | Buy |
+3,838
| New | +$467K | 0.18% | 74 |
|
|
2021
Q4 | – | Sell |
-1,489
| Closed | -$207K | – | 117 |
|
|
2021
Q3 | $207K | Sell |
1,489
-23
| -2% | -$3.2K | 0.05% | 103 |
|
|
2021
Q2 | $214K | Buy |
1,512
+2
| +0.1% | +$283 | 0.06% | 102 |
|
|
2021
Q1 | $205K | Sell |
1,510
-50
| -3% | -$6.79K | 0.05% | 106 |
|
|
2020
Q4 | $225K | Buy |
+1,560
| New | +$225K | 0.06% | 103 |
|