SUMMIT FINANCIAL STRATEGIES, INC. – Walmart Inc. Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$1.15M
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
+6.68%
quarter
Walmart Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.17% | -388 shares | 25K | $129.7 | 8.91K |
| Q2 2022 | share | Decrease | -3.38% | -325 shares | -302K | $121.58 | 9.29K |
| Q1 2022 | share | Decrease | -2.67% | -264 shares | 2K | $148.92 | 9.62K |
| Q4 2021 | share | Decrease | -3.30% | -337 shares | 6K | $143.17 | 9.88K |
| Q3 2021 | share | Decrease | -2.61% | -274 shares | -56K | $139.38 | 10.22K |
| Q2 2021 | share | Increase | 0.00% | 10.49K shares | 1.48M | $140.5 | 10.49K |
| Q1 2021 | share | Decrease | -100.00% | -10.43K shares | -1.50M | $134.81 | 0 |
| Q4 2020 | share | Increase | +0.64% | 66 shares | 53K | $142.46 | 10.43K |
| Q3 2020 | share | 0.00% | 0 shares | 209K | $137.76 | 10.36K | |
| Q2 2020 | share | 0.00% | 0 shares | 63K | $117.46 | 10.36K | |
| Q1 2020 | share | Increase | 0.00% | 10.36K shares | 1.17M | $110.93 | 10.36K |
| Q4 2019 | share | Decrease | -100.00% | -6.09K shares | -724K | $115.5 | 0 |
| Q3 2019 | share | Decrease | -2.42% | -151 shares | 34K | $114.83 | 6.09K |
| Q2 2019 | share | Decrease | -19.56% | -1.51K shares | -68K | $106.39 | 6.24K |
| Q1 2019 | share | Increase | +43.01% | 2.33K shares | 252K | $93.41 | 7.76K |
| Q4 2018 | share | 0.00% | 0 shares | -4K | $88.74 | 5.43K | |
| Q3 2018 | share | Increase | +3.06% | 161 shares | 59K | $88.98 | 5.43K |
| Q2 2018 | share | Increase | 0.00% | 5.27K shares | 451K | $80.68 | 5.27K |