SWA
Sutton Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $355K | Buy |
2,219
+77
| +4% | +$12.3K | 0.17% | 76 |
|
|
2023
Q2 | $337K | Buy |
2,142
+241
| +13% | +$37.9K | 0.16% | 78 |
|
|
2023
Q1 | $280K | Sell |
1,901
-884
| -32% | -$130K | 0.15% | 85 |
|
|
2022
Q4 | $395K | Buy |
2,785
+37
| +1% | +$5.25K | 0.15% | 107 |
|
|
2022
Q3 | $356K | Buy |
2,748
+415
| +18% | +$53.8K | 0.15% | 106 |
|
|
2022
Q2 | $284K | Buy |
2,333
+82
| +4% | +$9.97K | 0.11% | 129 |
|
|
2022
Q1 | $335K | Buy |
2,251
+288
| +15% | +$42.9K | 0.12% | 125 |
|
|
2021
Q4 | $284K | Buy |
1,963
+183
| +10% | +$26.5K | 0.09% | 144 |
|
|
2021
Q3 | $248K | Sell |
1,780
-27
| -1% | -$3.76K | 0.09% | 153 |
|
|
2021
Q2 | $255K | Buy |
1,807
+20
| +1% | +$2.82K | 0.09% | 153 |
|
|
2021
Q1 | $243K | Sell |
1,787
-79
| -4% | -$10.7K | 0.1% | 150 |
|
|
2020
Q4 | $269K | Buy |
1,866
+131
| +8% | +$18.9K | 0.11% | 130 |
|
|
2020
Q3 | $243K | Sell |
1,735
-239
| -12% | -$33.4K | 0.12% | 127 |
|
|
2020
Q2 | $236K | Buy |
1,974
+63
| +3% | +$7.55K | 0.12% | 125 |
|
|
2020
Q1 | $217K | Buy |
1,911
+309
| +19% | +$35.1K | 0.14% | 121 |
|
|
2019
Q4 | $190K | Buy |
1,602
+10
| +0.6% | +$1.19K | 0.1% | 155 |
|
|
2019
Q3 | $189K | Hold |
1,592
| – | – | 0.11% | 153 |
|
|
2019
Q2 | $176K | Buy |
1,592
+26
| +2% | +$2.87K | 0.1% | 155 |
|
|
2019
Q1 | $153K | Buy |
1,566
+25
| +2% | +$2.44K | 0.09% | 165 |
|
|
2018
Q4 | $144K | Buy |
1,541
+8
| +0.5% | +$745 | 0.09% | 161 |
|
|
2018
Q3 | $144K | Sell |
1,533
-849
| -36% | -$79.7K | 0.09% | 160 |
|
|
2018
Q2 | $204K | Buy |
2,382
+77
| +3% | +$6.6K | 0.14% | 120 |
|
|
2018
Q1 | $205K | Buy |
2,305
+10
| +0.4% | +$890 | 0.15% | 124 |
|
|
2017
Q4 | $227K | Hold |
2,295
| – | – | 0.17% | 114 |
|
|
2017
Q3 | $179K | Sell |
2,295
-5
| -0.2% | -$391 | 0.14% | 127 |
|
|
2017
Q2 | $174K | Hold |
2,300
| – | – | 0.14% | 132 |
|
|
2017
Q1 | $166K | Sell |
2,300
-33
| -1% | -$2.38K | 0.14% | 127 |
|
|
2016
Q4 | $161K | Sell |
2,333
-34
| -1% | -$2.35K | 0.14% | 123 |
|
|
2016
Q3 | $171K | Hold |
2,367
| – | – | 0.16% | 108 |
|
|
2016
Q2 | $173K | Sell |
2,367
-10
| -0.4% | -$730 | 0.16% | 106 |
|
|
2016
Q1 | $163K | Buy |
+2,377
| New | +$163K | 0.15% | 113 |
|