CAG
WMT icon

Centerpoint Advisory Group’s Walmart WMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$599K Buy
6,121
+560
+10% +$54.8K 0.52% 52
2025
Q1
$488K Sell
5,561
-208
-4% -$18.3K 0.48% 57
2024
Q4
$521K Buy
+5,769
New +$521K 0.5% 49