SFS
Summit Financial Strategies’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.25M | Sell |
84,377
-163
| -0.2% | -$15.9K | 0.76% | 20 |
|
|
2025
Q1 | $7.42M | Sell |
84,540
-270
| -0.3% | -$23.7K | 0.75% | 20 |
|
|
2024
Q4 | $7.66M | Sell |
84,810
-711
| -0.8% | -$64.2K | 0.85% | 19 |
|
|
2024
Q3 | $6.91M | Sell |
85,521
-1,628
| -2% | -$131K | 0.78% | 18 |
|
|
2024
Q2 | $5.9M | Sell |
87,149
-794
| -0.9% | -$53.8K | 0.73% | 19 |
|
|
2024
Q1 | $5.29M | Buy |
87,943
+58,345
| +197% | +$3.51M | 0.74% | 19 |
|
|
2023
Q4 | $4.67M | Sell |
29,598
-391
| -1% | -$61.6K | 0.71% | 21 |
|
|
2023
Q3 | $4.8M | Sell |
29,989
-310
| -1% | -$49.6K | 0.91% | 15 |
|
|
2023
Q2 | $4.76M | Buy |
30,299
+22,412
| +284% | +$3.52M | 0.89% | 15 |
|
|
2023
Q1 | $1.16M | Sell |
7,887
-686
| -8% | -$101K | 0.23% | 36 |
|
|
2022
Q4 | $1.22M | Sell |
8,573
-338
| -4% | -$47.9K | 0.26% | 33 |
|
|
2022
Q3 | $1.16M | Sell |
8,911
-388
| -4% | -$50.3K | 0.27% | 30 |
|
|
2022
Q2 | $1.13M | Sell |
9,299
-325
| -3% | -$39.5K | 0.26% | 31 |
|
|
2022
Q1 | $1.43M | Sell |
9,624
-264
| -3% | -$39.3K | 0.29% | 26 |
|
|
2021
Q4 | $1.43M | Sell |
9,888
-337
| -3% | -$48.8K | 0.28% | 29 |
|
|
2021
Q3 | $1.43M | Sell |
10,225
-274
| -3% | -$38.2K | 0.27% | 25 |
|
|
2021
Q2 | $1.48M | Buy |
+10,499
| New | +$1.48M | 0.29% | 26 |
|
|
2021
Q1 | – | Sell |
-10,430
| Closed | -$1.5M | – | 87 |
|
|
2020
Q4 | $1.5M | Buy |
10,430
+66
| +0.6% | +$9.51K | 0.52% | 20 |
|
|
2020
Q3 | $1.45M | Hold |
10,364
| – | – | 0.59% | 20 |
|
|
2020
Q2 | $1.24M | Hold |
10,364
| – | – | 0.55% | 19 |
|
|
2020
Q1 | $1.18M | Buy |
+10,364
| New | +$1.18M | 0.64% | 17 |
|
|
2019
Q4 | – | Sell |
-6,097
| Closed | -$724K | – | 66 |
|
|
2019
Q3 | $724K | Sell |
6,097
-151
| -2% | -$17.9K | 0.35% | 20 |
|
|
2019
Q2 | $690K | Sell |
6,248
-1,519
| -20% | -$168K | 0.34% | 19 |
|
|
2019
Q1 | $758K | Buy |
7,767
+2,336
| +43% | +$228K | 0.38% | 20 |
|
|
2018
Q4 | $506K | Hold |
5,431
| – | – | 0.28% | 29 |
|
|
2018
Q3 | $510K | Buy |
5,431
+161
| +3% | +$15.1K | 0.23% | 25 |
|
|
2018
Q2 | $451K | Buy |
+5,270
| New | +$451K | 0.22% | 25 |
|