Summitry LLC’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 | $632K | Buy |
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|
2025
Q1 | $499K | Buy |
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|
2024
Q4 | $501K | Sell |
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|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $374K | Sell |
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|
2024
Q1 | $369K | Buy |
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|
2023
Q4 | $302K | Buy |
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $298K | Hold |
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|
2023
Q1 | $279K | Hold |
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|
2022
Q4 | $269K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $214K | Buy |
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|
2021
Q4 | $202K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $222K | Hold |
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|
2014
Q4 | $232K | Sell |
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|
2014
Q3 | $210K | Buy |
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|
2014
Q2 | $203K | Hold |
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|
2014
Q1 | $206K | Sell |
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|
2013
Q4 | $229K | Buy |
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|
2013
Q3 | $209K | Sell |
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|
2013
Q2 | $220K | Buy |
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