Spirit of America Management Corp’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35M | Sell |
44,452
-2,600
| -6% | -$254K | 0.91% | 32 |
|
|
2025
Q1 | $4.13M | Hold |
47,052
| – | – | 0.84% | 30 |
|
|
2024
Q4 | $4.25M | Hold |
47,052
| – | – | 0.86% | 32 |
|
|
2024
Q3 | $3.8M | Buy |
47,052
+1,800
| +4% | +$145K | 0.76% | 34 |
|
|
2024
Q2 | $3.06M | Hold |
45,252
| – | – | 0.62% | 40 |
|
|
2024
Q1 | $2.72M | Hold |
45,252
| – | – | 0.55% | 47 |
|
|
2023
Q4 | $2.38M | Buy |
45,252
+600
| +1% | +$31.5K | 0.52% | 47 |
|
|
2023
Q3 | $2.38M | Buy |
44,652
+3,000
| +7% | +$160K | 0.54% | 44 |
|
|
2023
Q2 | $2.18M | Buy |
41,652
+600
| +1% | +$31.4K | 0.49% | 47 |
|
|
2023
Q1 | $2.02M | Hold |
41,052
| – | – | 0.45% | 54 |
|
|
2022
Q4 | $1.94M | Hold |
41,052
| – | – | 0.44% | 59 |
|
|
2022
Q3 | $1.78M | Hold |
41,052
| – | – | 0.42% | 67 |
|
|
2022
Q2 | $1.66M | Hold |
41,052
| – | – | 0.38% | 74 |
|
|
2022
Q1 | $2.04M | Hold |
41,052
| – | – | 0.4% | 72 |
|
|
2021
Q4 | $1.98M | Buy |
41,052
+600
| +1% | +$28.9K | 0.4% | 76 |
|
|
2021
Q3 | $1.88M | Hold |
40,452
| – | – | 0.4% | 72 |
|
|
2021
Q2 | $1.9M | Hold |
40,452
| – | – | 0.41% | 68 |
|
|
2021
Q1 | $1.83M | Sell |
40,452
-2,250
| -5% | -$102K | 0.43% | 63 |
|
|
2020
Q4 | $2.05M | Sell |
42,702
-6,300
| -13% | -$303K | 0.51% | 56 |
|
|
2020
Q3 | $2.29M | Buy |
49,002
+1,200
| +3% | +$56K | 0.62% | 46 |
|
|
2020
Q2 | $1.91M | Buy |
47,802
+5,250
| +12% | +$210K | 0.49% | 52 |
|
|
2020
Q1 | $1.61M | Buy |
42,552
+6,300
| +17% | +$239K | 0.52% | 52 |
|
|
2019
Q4 | $1.44M | Buy |
36,252
+3,750
| +12% | +$149K | 0.25% | 93 |
|
|
2019
Q3 | $1.29M | Buy |
32,502
+4,050
| +14% | +$160K | 0.21% | 106 |
|
|
2019
Q2 | $1.05M | Hold |
28,452
| – | – | 0.16% | 120 |
|
|
2019
Q1 | $925K | Buy |
28,452
+750
| +3% | +$24.4K | 0.14% | 126 |
|
|
2018
Q4 | $860K | Buy |
27,702
+4,680
| +20% | +$145K | 0.14% | 129 |
|
|
2018
Q3 | $721K | Buy |
23,022
+1,500
| +7% | +$47K | 0.09% | 150 |
|
|
2018
Q2 | $614K | Hold |
21,522
| – | – | 0.08% | 163 |
|
|
2018
Q1 | $638K | Hold |
21,522
| – | – | 0.08% | 161 |
|
|
2017
Q4 | $708K | Buy |
21,522
+6,450
| +43% | +$212K | 0.08% | 164 |
|
|
2017
Q3 | $393K | Hold |
15,072
| – | – | 0.04% | 235 |
|
|
2017
Q2 | $380K | Hold |
15,072
| – | – | 0.04% | 240 |
|
|
2017
Q1 | $362K | Hold |
15,072
| – | – | 0.04% | 241 |
|
|
2016
Q4 | $347K | Buy |
15,072
+4,200
| +39% | +$96.7K | 0.04% | 250 |
|
|
2016
Q3 | $261K | Hold |
10,872
| – | – | 0.03% | 275 |
|
|
2016
Q2 | $265K | Sell |
10,872
-4,500
| -29% | -$110K | 0.04% | 260 |
|
|
2016
Q1 | $351K | Hold |
15,372
| – | – | 0.06% | 233 |
|
|
2015
Q4 | $314K | Hold |
15,372
| – | – | 0.06% | 240 |
|
|
2015
Q3 | $332K | Hold |
15,372
| – | – | 0.07% | 229 |
|
|
2015
Q2 | $363K | Hold |
15,372
| – | – | 0.07% | 228 |
|
|
2015
Q1 | $421K | Hold |
15,372
| – | – | 0.09% | 206 |
|
|
2014
Q4 | $440K | Hold |
15,372
| – | – | 0.11% | 194 |
|
|
2014
Q3 | $392K | Hold |
15,372
| – | – | 0.12% | 211 |
|
|
2014
Q2 | $385K | Sell |
15,372
-3,900
| -20% | -$97.7K | 0.15% | 177 |
|
|
2014
Q1 | $491K | Buy |
+19,272
| New | +$491K | 0.2% | 154 |
|
|
2013
Q4 | – | Sell |
-19,272
| Closed | -$475K | – | 193 |
|
|
2013
Q3 | $475K | Hold |
19,272
| – | – | 0.17% | 168 |
|
|
2013
Q2 | $479K | Buy |
+19,272
| New | +$479K | 0.17% | 166 |
|