SWM
Sugarloaf Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.18M | Sell |
57,348
-13,008
| -18% | -$1.18M | 0.98% | 17 |
|
|
2024
Q3 | $5.68M | Sell |
70,356
-130
| -0.2% | -$10.5K | 1.07% | 16 |
|
|
2024
Q2 | $4.77M | Buy |
70,486
+2,388
| +4% | +$162K | 0.97% | 16 |
|
|
2024
Q1 | $4.1M | Buy |
68,098
+48,375
| +245% | +$2.91M | 0.85% | 17 |
|
|
2023
Q4 | $3.11M | Buy |
19,723
+1,485
| +8% | +$234K | 0.75% | 27 |
|
|
2023
Q3 | $2.92M | Buy |
18,238
+12,879
| +240% | +$2.06M | 0.74% | 21 |
|
|
2023
Q2 | $842K | Buy |
5,359
+224
| +4% | +$35.2K | 0.2% | 58 |
|
|
2023
Q1 | $757K | Sell |
5,135
-93
| -2% | -$13.7K | 0.19% | 59 |
|
|
2022
Q4 | $741K | Sell |
5,228
-612
| -10% | -$86.8K | 0.19% | 54 |
|
|
2022
Q3 | $758K | Buy |
5,840
+673
| +13% | +$87.4K | 0.19% | 57 |
|
|
2022
Q2 | $628K | Sell |
5,167
-5
| -0.1% | -$608 | 0.16% | 62 |
|
|
2022
Q1 | $770K | Buy |
5,172
+11
| +0.2% | +$1.64K | 0.18% | 52 |
|
|
2021
Q4 | $747K | Hold |
5,161
| – | – | 0.18% | 55 |
|
|
2021
Q3 | $719K | Sell |
5,161
-397
| -7% | -$55.3K | 0.19% | 54 |
|
|
2021
Q2 | $794K | Buy |
5,558
+147
| +3% | +$21K | 0.22% | 51 |
|
|
2021
Q1 | $735 | Buy |
5,411
+12
| +0.2% | +$2 | 0.22% | 52 |
|
|
2020
Q4 | $778K | Hold |
5,399
| – | – | 0.26% | 49 |
|
|
2020
Q3 | $755K | Buy |
5,399
+11
| +0.2% | +$1.54K | 0.28% | 52 |
|
|
2020
Q2 | $645K | Buy |
5,388
+47
| +0.9% | +$5.63K | 0.25% | 52 |
|
|
2020
Q1 | $607K | Sell |
5,341
-78
| -1% | -$8.87K | 0.27% | 51 |
|
|
2019
Q4 | $644K | Buy |
+5,419
| New | +$644K | 0.27% | 66 |
|