SFC
Swisher Financial Concepts’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Buy |
7,068
+14
| +0.2% | +$1.37K | 0.45% | 43 |
|
|
2025
Q1 | $619K | Buy |
7,054
+43
| +0.6% | +$3.78K | 0.51% | 35 |
|
|
2024
Q4 | $633K | Sell |
7,011
-7,021
| -50% | -$634K | 0.75% | 25 |
|
|
2024
Q3 | $1.04M | Buy |
14,032
+7,017
| +100% | +$521K | 0.66% | 26 |
|
|
2024
Q2 | $478K | Buy |
7,015
+3
| +0% | +$204 | 0.48% | 40 |
|
|
2024
Q1 | $424K | Buy |
7,012
+4,675
| +200% | +$283K | 0.37% | 45 |
|
|
2023
Q4 | $377K | Buy |
+2,337
| New | +$377K | 0.36% | 47 |
|