Symmetry Partners’s Walmart WMT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.96M	Buy	20,017 +408	+2%	+$39.9K	0.24%	52
2025 Q1	$1.72M	Buy	19,609 +1,272	+7%	+$112K	0.24%	47
2024 Q4	$1.66M	Buy	18,337 +3,030	+20%	+$274K	0.24%	50
2024 Q3	$1.24M	Sell	15,307 -77,101	-83%	-$6.23M	0.29%	43
2024 Q2	$6.26M	Sell	92,408 -3,448	-4%	-$233K	0.32%	53
2024 Q1	$5.77M	Buy	95,856 +61,456	+179%	+$3.7M	0.45%	43
2023 Q4	$5.42M	Sell	34,400 -4,048	-11%	-$638K	0.29%	54
2023 Q3	$6.15M	Buy	38,448 +1,221	+3%	+$195K	0.33%	55
2023 Q2	$5.85M	Hold	37,227	–	–	0.31%	55
2023 Q1	$5.49M	Buy	37,227 +14,254	+62%	+$2.1M	0.3%	53
2022 Q4	$3.26M	Buy	22,973 +2,316	+11%	+$328K	0.19%	63
2022 Q3	$2.68M	Sell	20,657 -1,212	-6%	-$157K	0.18%	67
2022 Q2	$2.66M	Buy	21,869 +3,172	+17%	+$386K	0.18%	62
2022 Q1	$2.78M	Hold	18,697	–	–	0.18%	67
2021 Q4	$2.71M	Hold	18,697	–	–	0.17%	75
2021 Q3	$2.55M	Sell	18,697 -10,043	-35%	-$1.37M	0.17%	81
2021 Q2	$4.05M	Sell	28,740 -8,706	-23%	-$1.23M	0.27%	60
2021 Q1	$5.09M	Sell	37,446 -5,067	-12%	-$688K	0.37%	44
2020 Q4	$6.13M	Buy	42,513 +1,547	+4%	+$223K	0.48%	37
2020 Q3	$5.73M	Buy	40,966 +13,461	+49%	+$1.88M	0.49%	36
2020 Q2	$3.3M	Sell	27,505 -6,325	-19%	-$758K	0.41%	41
2020 Q1	$3.84M	Buy	33,830 +2,597	+8%	+$295K	0.85%	20
2019 Q4	$3.71M	Buy	31,233 +2,389	+8%	+$284K	0.77%	22
2019 Q3	$3.42M	Buy	28,844 +152	+0.5%	+$18K	0.71%	22
2019 Q2	$3.17M	Buy	28,692 +7,966	+38%	+$880K	0.65%	25
2019 Q1	$2.02M	Buy	20,726 +1,228	+6%	+$120K	0.35%	40
2018 Q4	$1.82M	Buy	+19,498	New	+$1.82M	0.46%	36