SAI
Systematic Alpha Investments’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Hold |
44,100
| – | – | 0.15% | 62 |
|
|
2025
Q1 | $3.87M | Hold |
44,100
| – | – | 0.15% | 62 |
|
|
2024
Q4 | $3.98M | Hold |
44,100
| – | – | 0.15% | 63 |
|
|
2024
Q3 | $3.56M | Hold |
44,100
| – | – | 0.13% | 65 |
|
|
2024
Q2 | $2.99M | Hold |
44,100
| – | – | 0.11% | 66 |
|
|
2024
Q1 | $2.65M | Buy |
44,100
+29,400
| +200% | +$1.77M | 0.11% | 67 |
|
|
2023
Q4 | $2.32M | Hold |
14,700
| – | – | 0.1% | 70 |
|
|
2023
Q3 | $2.35M | Hold |
14,700
| – | – | 0.12% | 68 |
|
|
2023
Q2 | $2.31M | Hold |
14,700
| – | – | 0.11% | 68 |
|
|
2023
Q1 | $2.17M | Hold |
14,700
| – | – | 0.11% | 70 |
|
|
2022
Q4 | $2.08M | Hold |
14,700
| – | – | 0.11% | 75 |
|
|
2022
Q3 | $1.91M | Hold |
14,700
| – | – | 0.12% | 71 |
|
|
2022
Q2 | $1.79M | Hold |
14,700
| – | – | 0.1% | 74 |
|
|
2022
Q1 | $2.19M | Hold |
14,700
| – | – | 0.11% | 75 |
|
|
2021
Q4 | $2.13M | Hold |
14,700
| – | – | 0.1% | 76 |
|
|
2021
Q3 | $2.2M | Hold |
14,700
| – | – | 0.1% | 76 |
|
|
2021
Q2 | $2.19M | Hold |
14,700
| – | – | 0.1% | 78 |
|
|
2021
Q1 | $2M | Sell |
14,700
-5,900
| -29% | -$802K | 0.13% | 78 |
|
|
2020
Q4 | $2.97M | Buy |
+20,600
| New | +$2.97M | 0.32% | 59 |
|