SFWA
Summit Financial Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.18M | Buy |
24,842
+1,763
| +8% | +$155K | 0.43% | 40 |
|
|
2024
Q4 | $2.3M | Sell |
23,079
-641
| -3% | -$63.8K | 0.45% | 40 |
|
|
2024
Q3 | $1.92M | Buy |
23,720
+118
| +0.5% | +$9.53K | 0.36% | 43 |
|
|
2024
Q2 | $1.6M | Buy |
23,602
+66
| +0.3% | +$4.47K | 0.32% | 43 |
|
|
2024
Q1 | $1.42M | Buy |
23,536
+15,714
| +201% | +$946K | 0.29% | 45 |
|
|
2023
Q4 | $1.23M | Buy |
7,822
+197
| +3% | +$31.1K | 0.28% | 47 |
|
|
2023
Q3 | $1.26M | Buy |
7,625
+218
| +3% | +$36.1K | 0.31% | 44 |
|
|
2023
Q2 | $1.16M | Buy |
7,407
+37
| +0.5% | +$5.82K | 0.27% | 50 |
|
|
2023
Q1 | $1.09M | Sell |
7,370
-380
| -5% | -$56K | 0.26% | 54 |
|
|
2022
Q4 | $1.1M | Buy |
7,750
+1,734
| +29% | +$246K | 0.27% | 52 |
|
|
2022
Q3 | $847K | Sell |
6,016
-746
| -11% | -$105K | 0.24% | 51 |
|
|
2022
Q2 | $893K | Buy |
6,762
+102
| +2% | +$13.5K | 0.21% | 54 |
|
|
2022
Q1 | $992K | Buy |
6,660
+40
| +0.6% | +$5.96K | 0.2% | 55 |
|
|
2021
Q4 | $940K | Buy |
6,620
+55
| +0.8% | +$7.81K | 0.18% | 56 |
|
|
2021
Q3 | $915K | Hold |
6,565
| – | – | 0.21% | 55 |
|
|
2021
Q2 | $926K | Buy |
6,565
+1,063
| +19% | +$150K | 0.21% | 56 |
|
|
2021
Q1 | $793K | Sell |
5,502
-440
| -7% | -$63.4K | 0.2% | 53 |
|
|
2020
Q4 | $831K | Sell |
5,942
-1,524
| -20% | -$213K | 0.23% | 52 |
|
|
2020
Q3 | $1.05M | Sell |
7,466
-1,737
| -19% | -$244K | 0.28% | 47 |
|
|
2020
Q2 | $1.15M | Sell |
9,203
-645
| -7% | -$80.2K | 0.31% | 48 |
|
|
2020
Q1 | $1.24M | Sell |
9,848
-1,547
| -14% | -$195K | 0.39% | 39 |
|
|
2019
Q4 | $1.32M | Sell |
11,395
-3,514
| -24% | -$407K | 0.32% | 50 |
|
|
2019
Q3 | $1.79M | Sell |
14,909
-1,014
| -6% | -$122K | 0.44% | 50 |
|
|
2019
Q2 | $1.76M | Sell |
15,923
-5,004
| -24% | -$553K | 0.43% | 55 |
|
|
2019
Q1 | $2.03M | Buy |
20,927
+2,452
| +13% | +$238K | 0.54% | 50 |
|
|
2018
Q4 | $1.72M | Buy |
18,475
+1,890
| +11% | +$176K | 0.56% | 49 |
|
|
2018
Q3 | $1.56M | Buy |
16,585
+2,291
| +16% | +$215K | 0.46% | 54 |
|
|
2018
Q2 | $1.27M | Hold |
14,294
| – | – | 0.43% | 56 |
|
|
2018
Q1 | $1.27M | Buy |
14,294
+3,948
| +38% | +$351K | 0.42% | 57 |
|
|
2017
Q4 | $1.02M | Sell |
10,346
-99
| -0.9% | -$9.78K | 0.35% | 66 |
|
|
2017
Q3 | $816K | Buy |
10,445
+1,204
| +13% | +$94.1K | 0.3% | 71 |
|
|
2017
Q2 | $699K | Buy |
9,241
+808
| +10% | +$61.1K | 0.28% | 79 |
|
|
2017
Q1 | $608K | Sell |
8,433
-1,129
| -12% | -$81.4K | 0.27% | 83 |
|
|
2016
Q4 | $661K | Buy |
9,562
+274
| +3% | +$18.9K | 0.29% | 79 |
|
|
2016
Q3 | $670K | Sell |
9,288
-4,849
| -34% | -$350K | 0.29% | 77 |
|
|
2016
Q2 | $1.03M | Sell |
14,137
-4,492
| -24% | -$328K | 0.43% | 59 |
|
|
2016
Q1 | $1.28M | Buy |
18,629
+190
| +1% | +$13K | 0.56% | 46 |
|
|
2015
Q4 | $1.13M | Sell |
18,439
-10,313
| -36% | -$632K | 0.52% | 48 |
|
|
2015
Q3 | $1.86M | Buy |
28,752
+1,640
| +6% | +$106K | 1.2% | 27 |
|
|
2015
Q2 | $1.92M | Sell |
27,112
-495
| -2% | -$35.1K | 1.19% | 29 |
|
|
2015
Q1 | $2.16M | Buy |
27,607
+617
| +2% | +$48.2K | 1.46% | 26 |
|
|
2014
Q4 | $2.32M | Buy |
+26,990
| New | +$2.32M | 1.61% | 23 |
|