SCA
STALEY CAPITAL ADVISERS’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Hold |
3,477
| – | – | 0.01% | 153 |
|
|
2025
Q1 | $305K | Hold |
3,477
| – | – | 0.01% | 157 |
|
|
2024
Q4 | $314K | Hold |
3,477
| – | – | 0.01% | 153 |
|
|
2024
Q3 | $281K | Hold |
3,477
| – | – | 0.01% | 161 |
|
|
2024
Q2 | $235K | Sell |
3,477
-90
| -3% | -$6.09K | 0.01% | 164 |
|
|
2024
Q1 | $215K | Buy |
+3,567
| New | +$215K | 0.01% | 170 |
|
|
2023
Q2 | – | Sell |
-85,656
| Closed | -$12.6M | – | 184 |
|
|
2023
Q1 | $12.6M | Sell |
85,656
-1,750
| -2% | -$258K | 0.71% | 36 |
|
|
2022
Q4 | $12.4M | Sell |
87,406
-3,033
| -3% | -$430K | 0.74% | 36 |
|
|
2022
Q3 | $11.7M | Buy |
90,439
+195
| +0.2% | +$25.3K | 0.75% | 36 |
|
|
2022
Q2 | $11M | Sell |
90,244
-6,030
| -6% | -$733K | 0.65% | 38 |
|
|
2022
Q1 | $14.3M | Buy |
96,274
+103
| +0.1% | +$15.3K | 0.72% | 34 |
|
|
2021
Q4 | $13.9M | Sell |
96,171
-1,000
| -1% | -$145K | 0.66% | 35 |
|
|
2021
Q3 | $13.5M | Buy |
97,171
+3,850
| +4% | +$537K | 0.73% | 35 |
|
|
2021
Q2 | $13.2M | Buy |
93,321
+20,148
| +28% | +$2.84M | 0.69% | 36 |
|
|
2021
Q1 | $9.94M | Buy |
73,173
+71,340
| +3,892% | +$9.69M | 0.55% | 43 |
|
|
2020
Q4 | $264K | Hold |
1,833
| – | – | 0.02% | 154 |
|
|
2020
Q3 | $256K | Hold |
1,833
| – | – | 0.02% | 142 |
|
|
2020
Q2 | $220K | Buy |
+1,833
| New | +$220K | 0.02% | 143 |
|