CGN Advisors’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 | $5.18M | Buy |
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|
2025
Q2 | $4.73M | Buy |
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|
2025
Q1 | $4.22M | Sell |
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|
2024
Q4 | $4.8M | Sell |
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|
2024
Q3 | $4.88M | Buy |
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|
2024
Q2 | $3.91M | Sell |
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|
2024
Q1 | $3.54M | Buy |
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|
2023
Q4 | $3.04M | Sell |
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|
2023
Q3 | $3.25M | Buy |
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|
2023
Q2 | $3.16M | Buy |
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|
2023
Q1 | $2.66M | Buy |
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|
2022
Q4 | $2.29M | Buy |
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|
2022
Q3 | $1.49M | Buy |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $914K | Buy |
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|
2021
Q4 | $722K | Buy |
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|
2021
Q3 | $633K | Sell |
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|
2021
Q2 | $700K | Buy |
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|
2021
Q1 | $642K | Buy |
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|
2020
Q4 | $667K | Buy |
|