Summit Financial Group’s Walmart Inc. Common Stock WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $813K | Sell |
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|
2023
Q4 | $728K | Buy |
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|
2023
Q3 | $709K | Buy |
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|
2023
Q2 | $634K | Sell |
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|
2023
Q1 | $721K | Hold |
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|
2022
Q4 | $694K | Sell |
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|
2022
Q3 | $648K | Sell |
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|
2022
Q2 | $616K | Sell |
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|
2022
Q1 | $852K | Sell |
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|
2021
Q4 | $837K | Buy |
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|
2021
Q3 | $793K | Buy |
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|
2021
Q2 | $589K | Hold |
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|
2021
Q1 | $567K | Hold |
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|
2020
Q4 | $602K | Buy |
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|
2020
Q3 | $570K | Buy |
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|
2020
Q2 | $419K | Sell |
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|
2020
Q1 | $404K | Buy |
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|
2019
Q4 | $398K | Hold |
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|
2019
Q3 | $398K | Hold |
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|
2019
Q2 | $371K | Sell |
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|
2019
Q1 | $444K | Hold |
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|
2018
Q4 | $424K | Hold |
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|
2018
Q3 | $428K | Hold |
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|
2018
Q2 | $389K | Hold |
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|
2018
Q1 | $404K | Buy |
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|
2017
Q4 | $232K | Buy |
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