Summit Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Buy |
248,793
+27,483
| +12% | +$2.69M | 0.55% | 30 |
|
|
2025
Q1 | $19.4M | Buy |
221,310
+28,230
| +15% | +$2.48M | 0.54% | 35 |
|
|
2024
Q4 | $17.5M | Buy |
193,080
+9,517
| +5% | +$862K | 0.61% | 25 |
|
|
2024
Q3 | $14.8M | Buy |
183,563
+27,292
| +17% | +$2.2M | 0.58% | 28 |
|
|
2024
Q2 | $10.6M | Buy |
156,271
+41,358
| +36% | +$2.8M | 0.48% | 33 |
|
|
2024
Q1 | $6.94M | Buy |
114,913
+4,582
| +4% | +$277K | 0.41% | 33 |
|
|
2023
Q4 | $5.82M | Buy |
110,331
+52,665
| +91% | +$2.78M | 0.38% | 34 |
|
|
2023
Q3 | $3.07M | Buy |
57,666
+37,254
| +183% | +$1.99M | 0.23% | 66 |
|
|
2023
Q2 | $1.07M | Buy |
20,412
+12,885
| +171% | +$675K | 0.08% | 145 |
|
|
2023
Q1 | $371K | Buy |
7,527
+237
| +3% | +$11.7K | 0.03% | 198 |
|
|
2022
Q4 | $345K | Sell |
7,290
-2,793
| -28% | -$132K | 0.03% | 200 |
|
|
2022
Q3 | $436K | Buy |
10,083
+1,548
| +18% | +$66.9K | 0.04% | 182 |
|
|
2022
Q2 | $346K | Buy |
8,535
+63
| +0.7% | +$2.55K | 0.03% | 186 |
|
|
2022
Q1 | $422K | Sell |
8,472
-123
| -1% | -$6.13K | 0.03% | 197 |
|
|
2021
Q4 | $416K | Buy |
8,595
+654
| +8% | +$31.7K | 0.03% | 182 |
|
|
2021
Q3 | $369K | Buy |
7,941
+951
| +14% | +$44.2K | 0.03% | 171 |
|
|
2021
Q2 | $329K | Buy |
+6,990
| New | +$329K | 0.03% | 121 |
|