SIAP
Sterling Investment Advisors (Pennsylvania)’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Sell |
47,969
-892
| -2% | -$87.2K | 1.03% | 27 |
|
|
2025
Q1 | $4.29M | Buy |
48,861
+516
| +1% | +$45.3K | 1.03% | 29 |
|
|
2024
Q4 | $4.37M | Sell |
48,345
-1,663
| -3% | -$150K | 1.06% | 27 |
|
|
2024
Q3 | $4.04M | Sell |
50,008
-669
| -1% | -$54K | 1.02% | 30 |
|
|
2024
Q2 | $3.43M | Sell |
50,677
-202
| -0.4% | -$13.7K | 0.93% | 33 |
|
|
2024
Q1 | $3.06M | Buy |
50,879
+34,398
| +209% | +$2.07M | 0.86% | 39 |
|
|
2023
Q4 | $2.6M | Buy |
16,481
+610
| +4% | +$96.2K | 0.81% | 44 |
|
|
2023
Q3 | $2.54M | Sell |
15,871
-397
| -2% | -$63.5K | 0.89% | 39 |
|
|
2023
Q2 | $2.56M | Sell |
16,268
-39
| -0.2% | -$6.13K | 0.85% | 37 |
|
|
2023
Q1 | $2.4M | Sell |
16,307
-81
| -0.5% | -$11.9K | 0.81% | 42 |
|
|
2022
Q4 | $2.32M | Sell |
16,388
-71
| -0.4% | -$10.1K | 0.83% | 42 |
|
|
2022
Q3 | $2.14M | Buy |
16,459
+3
| +0% | +$389 | 0.8% | 47 |
|
|
2022
Q2 | $2M | Sell |
16,456
-396
| -2% | -$48.2K | 0.69% | 50 |
|
|
2022
Q1 | $2.51M | Sell |
16,852
-190
| -1% | -$28.3K | 0.71% | 50 |
|
|
2021
Q4 | $2.47M | Buy |
17,042
+700
| +4% | +$101K | 0.69% | 48 |
|
|
2021
Q3 | $2.28M | Buy |
16,342
+206
| +1% | +$28.7K | 0.68% | 49 |
|
|
2021
Q2 | $2.28M | Buy |
16,136
+62
| +0.4% | +$8.75K | 0.67% | 50 |
|
|
2021
Q1 | $2.18M | Buy |
16,074
+1,138
| +8% | +$155K | 0.7% | 43 |
|
|
2020
Q4 | $2.15M | Sell |
14,936
-125
| -0.8% | -$18K | 0.73% | 41 |
|
|
2020
Q3 | $2.11M | Sell |
15,061
-221
| -1% | -$30.9K | 0.81% | 35 |
|
|
2020
Q2 | $1.83M | Buy |
15,282
+9
| +0.1% | +$1.08K | 0.76% | 38 |
|
|
2020
Q1 | $1.74M | Buy |
15,273
+4
| +0% | +$454 | 0.92% | 30 |
|
|
2019
Q4 | $1.81M | Buy |
15,269
+99
| +0.7% | +$11.8K | 0.83% | 38 |
|
|
2019
Q3 | $1.8M | Buy |
15,170
+5
| +0% | +$593 | 0.92% | 37 |
|
|
2019
Q2 | $1.68M | Sell |
15,165
-1,045
| -6% | -$115K | 0.86% | 38 |
|
|
2019
Q1 | $1.58M | Buy |
16,210
+45
| +0.3% | +$4.39K | 0.81% | 42 |
|
|
2018
Q4 | $1.51M | Sell |
16,165
-402
| -2% | -$37.4K | 0.89% | 38 |
|
|
2018
Q3 | $1.56M | Buy |
16,567
+538
| +3% | +$50.5K | 0.82% | 40 |
|
|
2018
Q2 | $1.37M | Buy |
16,029
+900
| +6% | +$77K | 0.81% | 44 |
|
|
2018
Q1 | $1.35M | Sell |
15,129
-136
| -0.9% | -$12.1K | 0.83% | 41 |
|
|
2017
Q4 | $1.51M | Buy |
15,265
+14,454
| +1,782% | +$1.43M | 0.93% | 35 |
|
|
2017
Q3 | $63K | Hold |
811
| – | – | 0.04% | 160 |
|
|
2017
Q2 | $61K | Hold |
811
| – | – | 0.04% | 166 |
|
|
2017
Q1 | $58K | Buy |
811
+346
| +74% | +$24.7K | 0.04% | 163 |
|
|
2016
Q4 | $32K | Buy |
+465
| New | +$32K | 0.03% | 179 |
|