SLFPAM
St. Louis Financial Planners Asset Management’s Walmart WMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-36,719
| Closed | -$3.32M | – | 40 |
|
2024
Q4 | $3.32M | Buy |
36,719
+8,852
| +32% | +$800K | 2.4% | 8 |
|
2024
Q3 | $2.26M | Sell |
27,867
-2,183
| -7% | -$177K | 1.79% | 14 |
|
2024
Q2 | $2.03M | Sell |
30,050
-2,888
| -9% | -$195K | 1.74% | 22 |
|
2024
Q1 | $1.96M | Buy |
32,938
+22,037
| +202% | +$1.31M | 1.76% | 18 |
|
2023
Q4 | $1.72M | Buy |
+10,901
| New | +$1.72M | 1.6% | 21 |
|
2023
Q2 | – | Sell |
-10,413
| Closed | -$1.54M | – | 42 |
|
2023
Q1 | $1.54M | Sell |
10,413
-483
| -4% | -$71.2K | 1.75% | 26 |
|
2022
Q4 | $1.54M | Buy |
+10,896
| New | +$1.54M | 1.51% | 13 |
|