SWS Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
27,970
+3,431
| +14% | +$335K | 0.74% | 48 |
|
|
2025
Q1 | $2.15M | Sell |
24,539
-65
| -0.3% | -$5.71K | 0.71% | 53 |
|
|
2024
Q4 | $2.23M | Buy |
24,604
+378
| +2% | +$34.2K | 0.67% | 56 |
|
|
2024
Q3 | $1.96M | Sell |
24,226
-4,026
| -14% | -$325K | 0.62% | 64 |
|
|
2024
Q2 | $1.91M | Buy |
+28,252
| New | +$1.91M | 0.57% | 69 |
|
|
2018
Q2 | – | Sell |
-1,359
| Closed | -$39K | – | 322 |
|
|
2018
Q1 | $39K | Hold |
1,359
| – | – | 0.03% | 168 |
|
|
2017
Q4 | $45K | Buy |
+1,359
| New | +$45K | 0.03% | 152 |
|