SFS
Sowell Financial Services’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Sell |
143,641
-709
| -0.5% | -$69.3K | 0.57% | 26 |
|
|
2025
Q1 | $12.7M | Sell |
144,350
-5,719
| -4% | -$502K | 0.58% | 30 |
|
|
2024
Q4 | $13.6M | Buy |
150,069
+25,700
| +21% | +$2.32M | 0.71% | 24 |
|
|
2024
Q3 | $10M | Sell |
124,369
-803
| -0.6% | -$64.8K | 0.47% | 44 |
|
|
2024
Q2 | $8.48M | Sell |
125,172
-6,714
| -5% | -$455K | 0.4% | 53 |
|
|
2024
Q1 | $7.96M | Buy |
131,886
+76,111
| +136% | +$4.6M | 0.38% | 66 |
|
|
2023
Q4 | $8.83M | Sell |
55,775
-1,178
| -2% | -$186K | 0.48% | 49 |
|
|
2023
Q3 | $9.11M | Sell |
56,953
-302,883
| -84% | -$48.4M | 0.57% | 34 |
|
|
2023
Q2 | $56.6M | Buy |
359,836
+153,253
| +74% | +$24.1M | 3.15% | 3 |
|
|
2023
Q1 | $30.5M | Sell |
206,583
-112,559
| -35% | -$16.6M | 2.35% | 3 |
|
|
2022
Q4 | $45.4M | Sell |
319,142
-21,775
| -6% | -$3.1M | 2.94% | 4 |
|
|
2022
Q3 | $44.2M | Buy |
340,917
+1,385
| +0.4% | +$180K | 4.46% | 1 |
|
|
2022
Q2 | $41.3M | Buy |
339,532
+311,712
| +1,120% | +$37.9M | 3.82% | 4 |
|
|
2022
Q1 | $4.14M | Sell |
27,820
-256,255
| -90% | -$38.1M | 0.72% | 26 |
|
|
2021
Q4 | $41.3M | Buy |
284,075
+23,757
| +9% | +$3.45M | 2.37% | 6 |
|
|
2021
Q3 | $36.3M | Sell |
260,318
-53,314
| -17% | -$7.43M | 2.45% | 6 |
|
|
2021
Q2 | $44.2M | Buy |
313,632
+9,096
| +3% | +$1.28M | 2.93% | 3 |
|
|
2021
Q1 | $43M | Buy |
304,536
+133,327
| +78% | +$18.8M | 1.5% | 10 |
|
|
2020
Q4 | $24.7M | Buy |
171,209
+55,710
| +48% | +$8.03M | 1.05% | 14 |
|
|
2020
Q3 | $16.2M | Buy |
115,499
+9,713
| +9% | +$1.36M | 0.81% | 22 |
|
|
2020
Q2 | $12.7M | Buy |
105,786
+4,478
| +4% | +$536K | 0.7% | 24 |
|
|
2020
Q1 | $11.5M | Buy |
101,308
+15,860
| +19% | +$1.8M | 0.85% | 19 |
|
|
2019
Q4 | $10.2M | Sell |
85,448
-6,010
| -7% | -$714K | 0.77% | 23 |
|
|
2019
Q3 | $10.9M | Buy |
+91,458
| New | +$10.9M | 0.9% | 16 |
|
|
2019
Q1 | $2.92M | Buy |
29,915
+5,091
| +21% | +$497K | 0.33% | 73 |
|
|
2018
Q4 | $2.31M | Buy |
24,824
+4,563
| +23% | +$425K | 0.33% | 68 |
|
|
2018
Q3 | $1.9M | Buy |
+20,261
| New | +$1.9M | 0.28% | 72 |
|