Strategic Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
+25,235
| New | +$2.47M | 0.19% | 91 |
|
|
2024
Q4 | $2.3M | Buy |
21,855
+1,508
| +7% | +$158K | 0.19% | 98 |
|
|
2024
Q3 | $1.64M | Sell |
20,347
-51
| -0.3% | -$4.12K | 0.16% | 108 |
|
|
2024
Q2 | $1.38M | Sell |
20,398
-756
| -4% | -$51.2K | 0.14% | 113 |
|
|
2024
Q1 | $1.27M | Sell |
21,154
-19,817
| -48% | -$1.19M | 0.14% | 112 |
|
|
2023
Q4 | $2.15M | Sell |
40,971
-3,189
| -7% | -$168K | 0.27% | 90 |
|
|
2023
Q3 | $2.35M | Sell |
44,160
-56,934
| -56% | -$3.04M | 0.31% | 93 |
|
|
2023
Q2 | $5.3M | Sell |
101,094
-14,865
| -13% | -$779K | 0.69% | 28 |
|
|
2023
Q1 | $5.7M | Buy |
115,959
+4,923
| +4% | +$242K | 0.87% | 22 |
|
|
2022
Q4 | $5.25M | Buy |
111,036
+11,883
| +12% | +$562K | 0.97% | 21 |
|
|
2022
Q3 | $4.29M | Buy |
99,153
+456
| +0.5% | +$19.7K | 0.91% | 21 |
|
|
2022
Q2 | $4M | Buy |
98,697
+3,723
| +4% | +$151K | 0.86% | 27 |
|
|
2022
Q1 | $4.72M | Buy |
94,974
+17,193
| +22% | +$854K | 0.92% | 25 |
|
|
2021
Q4 | $3.75M | Buy |
77,781
+8,151
| +12% | +$393K | 0.71% | 42 |
|
|
2021
Q3 | $3.24M | Buy |
69,630
+12,018
| +21% | +$558K | 0.95% | 19 |
|
|
2021
Q2 | $2.71M | Buy |
57,612
+237
| +0.4% | +$11.1K | 0.88% | 26 |
|
|
2021
Q1 | $2.6M | Buy |
57,375
+16,254
| +40% | +$736K | 1.04% | 22 |
|
|
2020
Q4 | $1.98M | Buy |
41,121
+2,049
| +5% | +$98.5K | 0.83% | 26 |
|
|
2020
Q3 | $1.82M | Sell |
39,072
-1,998
| -5% | -$93.2K | 0.92% | 21 |
|
|
2020
Q2 | $1.64M | Buy |
41,070
+4,899
| +14% | +$196K | 0.85% | 31 |
|
|
2020
Q1 | $1.43M | Hold |
36,171
| – | – | 0.75% | 35 |
|
|
2019
Q4 | $1.43M | Buy |
36,171
+246
| +0.7% | +$9.75K | 0.75% | 35 |
|
|
2019
Q3 | $104K | Sell |
35,925
-7,191
| -17% | -$20.8K | 0.53% | 53 |
|
|
2019
Q2 | $1.59M | Sell |
43,116
-4,428
| -9% | -$163K | 0.77% | 32 |
|
|
2019
Q1 | $1.55M | Buy |
47,544
+6,768
| +17% | +$220K | 0.71% | 37 |
|
|
2018
Q4 | $1.34M | Buy |
40,776
+372
| +0.9% | +$12.3K | 0.68% | 35 |
|
|
2018
Q3 | $1.27M | Buy |
40,404
+4,509
| +13% | +$141K | 0.67% | 44 |
|
|
2018
Q2 | $1.03M | Buy |
35,895
+3,849
| +12% | +$110K | 0.59% | 50 |
|
|
2018
Q1 | $950K | Buy |
32,046
+8,607
| +37% | +$255K | 0.49% | 69 |
|
|
2017
Q4 | $706K | Buy |
+23,439
| New | +$706K | 0.39% | 93 |
|