Summit Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Buy |
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|
2025
Q1 | $19.4M | Buy |
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|
2024
Q4 | $17.5M | Buy |
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|
2024
Q3 | $14.8M | Buy |
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|
2024
Q2 | $10.6M | Buy |
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|
2024
Q1 | $6.94M | Buy |
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|
2023
Q4 | $5.82M | Buy |
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|
2023
Q3 | $3.07M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $371K | Buy |
|
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|
2022
Q4 | $345K | Sell |
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|
2022
Q3 | $436K | Buy |
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|
2022
Q2 | $346K | Buy |
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|
2022
Q1 | $422K | Sell |
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|
2021
Q4 | $416K | Buy |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $329K | Buy |
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