CCG Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.41M | Buy |
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|
2025
Q2 | $1.26M | Buy |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $891K | Buy |
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|
2024
Q1 | $785K | Buy |
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $459K | Buy |
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|
2023
Q2 | $435K | Sell |
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|
2023
Q1 | $419K | Sell |
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|
2022
Q4 | $502K | Sell |
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|
2022
Q3 | $468K | Sell |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $400K | Hold |
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|
2021
Q4 | $389K | Sell |
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|
2021
Q3 | $382K | Hold |
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|
2021
Q2 | $387K | Sell |
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|
2021
Q1 | $385K | Buy |
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|
2020
Q4 | $398K | Buy |
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|
2020
Q3 | $263K | Sell |
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|
2020
Q2 | $244K | Sell |
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|
2020
Q1 | $254K | Buy |
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|
2019
Q4 | $264K | Sell |
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|
2019
Q3 | $329K | Buy |
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|
2019
Q2 | $218K | Buy |
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