SIG
Spinnaker Investment Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Sell |
7,999
-3,381
| -30% | -$331K | 0.18% | 40 |
|
|
2025
Q1 | $999K | Buy |
11,380
+804
| +8% | +$70.6K | 0.23% | 37 |
|
|
2024
Q4 | $956K | Sell |
10,576
-491
| -4% | -$44.4K | 0.23% | 35 |
|
|
2024
Q3 | $894K | Buy |
11,067
+156
| +1% | +$12.6K | 0.22% | 36 |
|
|
2024
Q2 | $739K | Sell |
10,911
-1,389
| -11% | -$94K | 0.2% | 36 |
|
|
2024
Q1 | $740K | Buy |
12,300
+8,400
| +215% | +$505K | 0.21% | 39 |
|
|
2023
Q4 | $615K | Sell |
3,900
-25
| -0.6% | -$3.94K | 0.19% | 40 |
|
|
2023
Q3 | $628K | Buy |
3,925
+8
| +0.2% | +$1.28K | 0.21% | 38 |
|
|
2023
Q2 | $616K | Sell |
3,917
-60
| -2% | -$9.43K | 0.2% | 42 |
|
|
2023
Q1 | $586K | Buy |
3,977
+134
| +3% | +$19.8K | 0.21% | 43 |
|
|
2022
Q4 | $545K | Buy |
3,843
+14
| +0.4% | +$1.99K | 0.19% | 41 |
|
|
2022
Q3 | $496K | Buy |
3,829
+413
| +12% | +$53.5K | 0.19% | 41 |
|
|
2022
Q2 | $415K | Sell |
3,416
-198
| -5% | -$24.1K | 0.17% | 47 |
|
|
2022
Q1 | $533K | Buy |
3,614
+44
| +1% | +$6.49K | 0.17% | 48 |
|
|
2021
Q4 | $514K | Buy |
+3,570
| New | +$514K | 0.18% | 52 |
|