SPFA
Summit Place Financial Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
43,622
+274
| +0.6% | +$26.8K | 2.15% | 11 |
|
|
2025
Q1 | $3.81M | Sell |
43,348
-1,575
| -4% | -$138K | 2.15% | 9 |
|
|
2024
Q4 | $4.06M | Sell |
44,923
-3,240
| -7% | -$293K | 2.31% | 7 |
|
|
2024
Q3 | $3.89M | Sell |
48,163
-4,480
| -9% | -$362K | 2.17% | 9 |
|
|
2024
Q2 | $3.56M | Sell |
52,643
-55
| -0.1% | -$3.72K | 2.11% | 12 |
|
|
2024
Q1 | $3.17M | Buy |
52,698
+34,418
| +188% | +$2.07M | 1.86% | 18 |
|
|
2023
Q4 | $2.88M | Buy |
18,280
+1,298
| +8% | +$205K | 1.88% | 21 |
|
|
2023
Q3 | $2.72M | Sell |
16,982
-1,099
| -6% | -$176K | 1.93% | 10 |
|
|
2023
Q2 | $2.84M | Sell |
18,081
-251
| -1% | -$39.5K | 1.84% | 11 |
|
|
2023
Q1 | $2.7M | Buy |
18,332
+1,250
| +7% | +$184K | 1.92% | 15 |
|
|
2022
Q4 | $2.42M | Buy |
17,082
+2,312
| +16% | +$328K | 1.99% | 14 |
|
|
2022
Q3 | $1.92M | Buy |
14,770
+100
| +0.7% | +$13K | 1.78% | 21 |
|
|
2022
Q2 | $1.78M | Buy |
14,670
+2,290
| +18% | +$278K | 1.5% | 20 |
|
|
2022
Q1 | $1.84M | Buy |
+12,380
| New | +$1.84M | 1.24% | 36 |
|