SWS
SYSTM Wealth Solutions’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $889 | Sell |
11
-317
| -97% | -$25.6K | 0.03% | 83 |
|
|
2024
Q2 | $22.2K | Sell |
328
-6,148
| -95% | -$417K | 0.01% | 358 |
|
|
2024
Q1 | $390K | Buy |
6,476
+4,270
| +194% | +$257K | 0.05% | 310 |
|
|
2023
Q4 | $348K | Sell |
2,206
-580
| -21% | -$91.6K | 0.05% | 312 |
|
|
2023
Q3 | $446K | Buy |
2,786
+145
| +5% | +$23.2K | 0.07% | 299 |
|
|
2023
Q2 | $415K | Buy |
2,641
+567
| +27% | +$89.1K | 0.06% | 341 |
|
|
2023
Q1 | $306K | Buy |
2,074
+273
| +15% | +$40.3K | 0.05% | 374 |
|
|
2022
Q4 | $255K | Buy |
+1,801
| New | +$255K | 0.03% | 463 |
|