Summa Corp’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
15,320
-742
| -5% | -$72.5K | 0.78% | 16 |
|
|
2025
Q1 | $1.41M | Buy |
16,062
+450
| +3% | +$39.5K | 0.82% | 15 |
|
|
2024
Q4 | $1.41M | Sell |
15,612
-1,000
| -6% | -$90.4K | 0.69% | 16 |
|
|
2024
Q3 | $1.34M | Hold |
16,612
| – | – | 0.64% | 17 |
|
|
2024
Q2 | $1.12M | Buy |
16,612
+75
| +0.5% | +$5.08K | 0.55% | 17 |
|
|
2024
Q1 | $995K | Buy |
16,537
+19
| +0.1% | +$1.14K | 0.54% | 17 |
|
|
2023
Q4 | $868K | Buy |
+16,518
| New | +$868K | 0.61% | 21 |
|