SWM
Spire Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
140,278
-8,742
| -6% | -$854K | 0.49% | 46 |
|
|
2025
Q1 | $13.1M | Sell |
149,020
-19,941
| -12% | -$1.75M | 0.42% | 46 |
|
|
2024
Q4 | $15.3M | Buy |
168,961
+9,829
| +6% | +$888K | 0.47% | 44 |
|
|
2024
Q3 | $12.8M | Buy |
159,132
+34,050
| +27% | +$2.75M | 0.43% | 47 |
|
|
2024
Q2 | $8.47M | Sell |
125,082
-299
| -0.2% | -$20.2K | 0.3% | 74 |
|
|
2024
Q1 | $7.54M | Buy |
125,381
+88,127
| +237% | +$5.3M | 0.14% | 113 |
|
|
2023
Q4 | $6.05M | Buy |
37,254
+5,578
| +18% | +$906K | 0.2% | 103 |
|
|
2023
Q3 | $5.07M | Buy |
31,676
+7,438
| +31% | +$1.19M | 0.19% | 103 |
|
|
2023
Q2 | $3.81M | Sell |
24,238
-1,877
| -7% | -$295K | 0.14% | 139 |
|
|
2023
Q1 | $3.85M | Sell |
26,115
-25,696
| -50% | -$3.79M | 0.15% | 131 |
|
|
2022
Q4 | $7.35M | Sell |
51,811
-308
| -0.6% | -$43.7K | 0.41% | 54 |
|
|
2022
Q3 | $6.76M | Sell |
52,119
-24,913
| -32% | -$3.23M | 0.41% | 58 |
|
|
2022
Q2 | $9.37M | Sell |
77,032
-63,937
| -45% | -$7.77M | 0.39% | 63 |
|
|
2022
Q1 | $21M | Sell |
140,969
-9,619
| -6% | -$1.43M | 0.56% | 34 |
|
|
2021
Q4 | $21.8M | Buy |
150,588
+16,914
| +13% | +$2.45M | 0.48% | 42 |
|
|
2021
Q3 | $18.6M | Buy |
133,674
+9,577
| +8% | +$1.34M | 0.49% | 45 |
|
|
2021
Q2 | $17.5M | Sell |
124,097
-9,996
| -7% | -$1.41M | 0.47% | 47 |
|
|
2021
Q1 | $17.6M | Buy |
+134,093
| New | +$17.6M | 0.47% | 51 |
|