Strategic Financial Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Buy |
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|
2025
Q1 | $569K | Buy |
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|
2024
Q4 | $583K | Buy |
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|
2024
Q3 | $491K | Hold |
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|
2024
Q2 | $412K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.25M | Sell |
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|
2019
Q3 | $3.81M | Sell |
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|
2019
Q2 | $3.62M | Sell |
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|
2019
Q1 | $3.25M | Sell |
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|
2018
Q4 | $3.13M | Buy |
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|
2018
Q3 | $3.14M | Sell |
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|
2018
Q2 | $2.94M | Buy |
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|
2018
Q1 | $3.05M | Buy |
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|
2017
Q4 | $3.37M | Sell |
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|
2017
Q3 | $2.67M | Buy |
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|
2017
Q2 | $2.58M | Buy |
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|
2017
Q1 | $2.45M | Buy |
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|
2016
Q4 | $2.34M | Buy |
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|
2016
Q3 | $2.43M | Buy |
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|
2016
Q2 | $2.45M | Sell |
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|
2016
Q1 | $3.38M | Buy |
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|
2015
Q4 | $2.34M | Sell |
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|
2015
Q3 | $2.56M | Buy |
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|
2015
Q2 | $2.7M | Buy |
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|
2015
Q1 | $2.02M | Sell |
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|
2014
Q4 | $2.11M | Sell |
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|
2014
Q3 | $1.89M | Buy |
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|
2014
Q2 | $1.76M | Buy |
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