Syverson Strege & Co’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
30,554
+18,352
| +150% | +$1.79M | 0.71% | 21 |
|
|
2025
Q1 | $1.07M | Buy |
12,202
+139
| +1% | +$12.2K | 0.34% | 30 |
|
|
2024
Q4 | $1.09M | Buy |
12,063
+1,524
| +14% | +$138K | 0.36% | 28 |
|
|
2024
Q3 | $851K | Sell |
10,539
-3,060
| -23% | -$247K | 0.29% | 30 |
|
|
2024
Q2 | $921K | Buy |
13,599
+2,624
| +24% | +$178K | 0.31% | 31 |
|
|
2024
Q1 | $660K | Buy |
10,975
+844
| +8% | +$50.8K | 0.24% | 32 |
|
|
2023
Q4 | $532K | Buy |
10,131
+255
| +3% | +$13.4K | 0.21% | 38 |
|
|
2023
Q3 | $527K | Buy |
9,876
+93
| +1% | +$4.96K | 0.24% | 32 |
|
|
2023
Q2 | $513K | Sell |
9,783
-1,983
| -17% | -$104K | 0.22% | 34 |
|
|
2023
Q1 | $578K | Buy |
11,766
+516
| +5% | +$25.4K | 0.25% | 30 |
|
|
2022
Q4 | $532K | Hold |
11,250
| – | – | 0.24% | 35 |
|
|
2022
Q3 | $486K | Sell |
11,250
-531
| -5% | -$22.9K | 0.25% | 35 |
|
|
2022
Q2 | $477K | Buy |
11,781
+354
| +3% | +$14.3K | 0.18% | 42 |
|
|
2022
Q1 | $567K | Buy |
11,427
+276
| +2% | +$13.7K | 0.62% | 32 |
|
|
2021
Q4 | $538K | Sell |
11,151
-684
| -6% | -$33K | 0.4% | 37 |
|
|
2021
Q3 | $550K | Buy |
11,835
+804
| +7% | +$37.4K | 0.44% | 37 |
|
|
2021
Q2 | $519K | Buy |
11,031
+48
| +0.4% | +$2.26K | 0.46% | 36 |
|
|
2021
Q1 | $497K | Buy |
10,983
+24
| +0.2% | +$1.09K | 0.52% | 34 |
|
|
2020
Q4 | $527K | Buy |
+10,959
| New | +$527K | 0.5% | 31 |
|