Strategic Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Buy |
6,535
+57
| +0.9% | +$5.57K | 0.03% | 80 |
|
|
2025
Q1 | $569K | Buy |
6,478
+24
| +0.4% | +$2.11K | 0.03% | 79 |
|
|
2024
Q4 | $583K | Buy |
6,454
+370
| +6% | +$33.4K | 0.03% | 81 |
|
|
2024
Q3 | $491K | Hold |
6,084
| – | – | 0.03% | 93 |
|
|
2024
Q2 | $412K | Buy |
+6,084
| New | +$412K | 0.03% | 96 |
|
|
2020
Q1 | – | Sell |
-82,098
| Closed | -$3.25M | – | 140 |
|
|
2019
Q4 | $3.25M | Sell |
82,098
-14,205
| -15% | -$563K | 0.37% | 69 |
|
|
2019
Q3 | $3.81M | Sell |
96,303
-1,890
| -2% | -$74.8K | 0.49% | 64 |
|
|
2019
Q2 | $3.62M | Sell |
98,193
-1,740
| -2% | -$64.1K | 0.48% | 60 |
|
|
2019
Q1 | $3.25M | Sell |
99,933
-882
| -0.9% | -$28.7K | 0.45% | 63 |
|
|
2018
Q4 | $3.13M | Buy |
100,815
+519
| +0.5% | +$16.1K | 0.49% | 58 |
|
|
2018
Q3 | $3.14M | Sell |
100,296
-2,595
| -3% | -$81.2K | 0.47% | 62 |
|
|
2018
Q2 | $2.94M | Buy |
102,891
+147
| +0.1% | +$4.2K | 0.45% | 66 |
|
|
2018
Q1 | $3.05M | Buy |
102,744
+522
| +0.5% | +$15.5K | 0.5% | 63 |
|
|
2017
Q4 | $3.37M | Sell |
102,222
-300
| -0.3% | -$9.88K | 0.53% | 64 |
|
|
2017
Q3 | $2.67M | Buy |
102,522
+195
| +0.2% | +$5.08K | 0.44% | 73 |
|
|
2017
Q2 | $2.58M | Buy |
102,327
+531
| +0.5% | +$13.4K | 0.45% | 75 |
|
|
2017
Q1 | $2.45M | Buy |
101,796
+420
| +0.4% | +$10.1K | 0.44% | 77 |
|
|
2016
Q4 | $2.34M | Buy |
101,376
+117
| +0.1% | +$2.7K | 0.45% | 78 |
|
|
2016
Q3 | $2.43M | Buy |
101,259
+600
| +0.6% | +$14.4K | 0.48% | 77 |
|
|
2016
Q2 | $2.45M | Sell |
100,659
-47,280
| -32% | -$1.15M | 0.49% | 77 |
|
|
2016
Q1 | $3.38M | Buy |
147,939
+33,510
| +29% | +$765K | 0.78% | 45 |
|
|
2015
Q4 | $2.34M | Sell |
114,429
-4,215
| -4% | -$86.1K | 0.61% | 74 |
|
|
2015
Q3 | $2.56M | Buy |
118,644
+4,530
| +4% | +$97.9K | 0.71% | 64 |
|
|
2015
Q2 | $2.7M | Buy |
114,114
+40,500
| +55% | +$958K | 0.76% | 62 |
|
|
2015
Q1 | $2.02M | Sell |
73,614
-201
| -0.3% | -$5.51K | 0.52% | 82 |
|
|
2014
Q4 | $2.11M | Sell |
73,815
-150
| -0.2% | -$4.29K | 0.57% | 83 |
|
|
2014
Q3 | $1.89M | Buy |
73,965
+3,465
| +5% | +$88.3K | 0.53% | 86 |
|
|
2014
Q2 | $1.76M | Buy |
+70,500
| New | +$1.76M | 0.49% | 86 |
|