Summit Financial Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.58M | Buy |
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|
2025
Q2 | $2.35M | Sell |
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|
2025
Q1 | $2.18M | Buy |
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|
2024
Q4 | $2.3M | Sell |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.42M | Buy |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $847K | Sell |
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|
2022
Q2 | $893K | Buy |
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|
2022
Q1 | $992K | Buy |
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|
2021
Q4 | $940K | Buy |
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|
2021
Q3 | $915K | Hold |
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|
2021
Q2 | $926K | Buy |
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|
2021
Q1 | $793K | Sell |
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|
2020
Q4 | $831K | Sell |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.15M | Sell |
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|
2020
Q1 | $1.24M | Sell |
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|
2019
Q4 | $1.32M | Sell |
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|
2019
Q3 | $1.79M | Sell |
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|
2019
Q2 | $1.76M | Sell |
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|
2019
Q1 | $2.03M | Buy |
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|
2018
Q4 | $1.72M | Buy |
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|
2018
Q3 | $1.55M | Buy |
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|
2018
Q2 | $1.27M | Hold |
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|
2018
Q1 | $1.27M | Buy |
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|
2017
Q4 | $1.02M | Sell |
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|
2017
Q3 | $816K | Buy |
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|
2017
Q2 | $699K | Buy |
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|
2017
Q1 | $608K | Sell |
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|
2016
Q4 | $661K | Buy |
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|
2016
Q3 | $670K | Sell |
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|
2016
Q2 | $1.03M | Sell |
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|
2016
Q1 | $1.28M | Buy |
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|
2015
Q4 | $1.13M | Sell |
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|
2015
Q3 | $1.86M | Buy |
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|
2015
Q2 | $1.92M | Sell |
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|
2015
Q1 | $2.16M | Buy |
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|
2014
Q4 | $2.32M | Buy |
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