Symphony Financial’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.59M | Buy |
53,379
+13,189
| +33% | +$1.62M | 0.87% | 32 |
|
|
2025
Q4 | $4.5M | Buy |
40,190
+4,821
| +14% | +$518K | 0.6% | 43 |
|
|
2025
Q3 | $3.67M | Sell |
35,369
-85
| -0.2% | -$8.46K | 0.45% | 55 |
|
|
2025
Q2 | $3.47M | Buy |
+35,454
| New | +$3.38M | 0.46% | 55 |
|
|
2025
Q1 | – | Sell |
-35,299
| Closed | -$3.29M | – | 226 |
|
|
2024
Q4 | $3.29M | Sell |
35,299
-4,293
| -11% | -$373K | 0.52% | 50 |
|
|
2024
Q3 | $3.16M | Sell |
39,592
-847
| -2% | -$62.2K | 0.52% | 48 |
|
|
2024
Q2 | $2.74M | Buy |
40,439
+1,399
| +4% | +$88.1K | 0.5% | 50 |
|
|
2024
Q1 | $2.35M | Buy |
39,040
+727
| +2% | +$41.6K | 0.55% | 46 |
|
|
2023
Q4 | $2.07M | Sell |
38,313
-2,496
| -6% | -$132K | 0.44% | 60 |
|
|
2023
Q3 | $2.18M | Buy |
40,809
+1,206
| +3% | +$64.2K | 0.53% | 39 |
|
|
2023
Q2 | $2.04M | Buy |
39,603
+2,523
| +7% | +$127K | 0.5% | 49 |
|
|
2023
Q1 | $1.8M | Sell |
37,080
-2,619
| -7% | -$124K | 0.47% | 50 |
|
|
2022
Q4 | $1.9M | Sell |
39,699
-633
| -2% | -$30.1K | 0.5% | 46 |
|
|
2022
Q3 | $1.78M | Buy |
40,332
+1,671
| +4% | +$73.2K | 0.58% | 45 |
|
|
2022
Q2 | $1.57M | Buy |
38,661
+873
| +2% | +$40.3K | 0.46% | 45 |
|
|
2022
Q1 | $1.97M | Buy |
37,788
+5,901
| +19% | +$277K | 0.46% | 46 |
|
|
2021
Q4 | $1.54M | Buy |
31,887
+2,712
| +9% | +$129K | 0.43% | 49 |
|
|
2021
Q3 | $1.37M | Sell |
29,175
-49,410
| -63% | -$2.38M | 0.48% | 44 |
|
|
2021
Q2 | $3.69M | Sell |
78,585
-6,537
| -8% | -$304K | 1.26% | 16 |
|
|
2021
Q1 | $3.96M | Sell |
85,122
-24,948
| -23% | -$1.16M | 1.05% | 19 |
|
|
2020
Q4 | $5.38M | Buy |
110,070
+9,108
| +9% | +$442K | 1.93% | 12 |
|
|
2020
Q3 | $4.71M | Buy |
100,962
+5,835
| +6% | +$259K | 1.92% | 10 |
|
|
2020
Q2 | $3.8M | Buy |
95,127
+16,950
| +22% | +$697K | 1.84% | 12 |
|
|
2020
Q1 | $3M | Buy |
+78,177
| New | +$3.01M | 2.07% | 9 |
|
Other funds holding WMT
VCM
VPM
