CWG
Cornerstone Wealth Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.59M | Buy |
67,438
+2,604
| +4% | +$255K | 0.49% | 54 |
|
|
2025
Q1 | $5.69M | Buy |
64,834
+3,627
| +6% | +$318K | 0.47% | 64 |
|
|
2024
Q4 | $5.53M | Sell |
61,207
-37,951
| -38% | -$3.43M | 0.45% | 55 |
|
|
2024
Q3 | $8.01M | Sell |
99,158
-1,605
| -2% | -$130K | 0.66% | 36 |
|
|
2024
Q2 | $6.82M | Buy |
100,763
+435
| +0.4% | +$29.5K | 0.61% | 40 |
|
|
2024
Q1 | $6.04M | Buy |
100,328
+68,584
| +216% | +$4.13M | 0.56% | 49 |
|
|
2023
Q4 | $5M | Sell |
31,744
-3,369
| -10% | -$531K | 0.72% | 37 |
|
|
2023
Q3 | $5.62M | Sell |
35,113
-1,589
| -4% | -$254K | 1% | 23 |
|
|
2023
Q2 | $5.77M | Sell |
36,702
-609
| -2% | -$95.7K | 1.05% | 23 |
|
|
2023
Q1 | $5.5M | Sell |
37,311
-818
| -2% | -$121K | 0.98% | 27 |
|
|
2022
Q4 | $5.41M | Sell |
38,129
-74
| -0.2% | -$10.5K | 1.02% | 29 |
|
|
2022
Q3 | $4.96M | Buy |
38,203
+1,182
| +3% | +$153K | 1.09% | 30 |
|
|
2022
Q2 | $4.5M | Buy |
37,021
+3,116
| +9% | +$379K | 0.94% | 39 |
|
|
2022
Q1 | $5.05M | Buy |
33,905
+5,616
| +20% | +$836K | 0.93% | 29 |
|
|
2021
Q4 | $4.09M | Sell |
28,289
-32,016
| -53% | -$4.63M | 0.7% | 45 |
|
|
2021
Q3 | $8.41M | Buy |
60,305
+55,032
| +1,044% | +$7.67M | 1.48% | 13 |
|
|
2021
Q2 | $745K | Sell |
5,273
-75
| -1% | -$10.6K | 0.15% | 98 |
|
|
2021
Q1 | $755K | Sell |
5,348
-42,654
| -89% | -$6.02M | 0.15% | 107 |
|
|
2020
Q4 | $6.92M | Sell |
48,002
-1,207
| -2% | -$174K | 1.7% | 10 |
|
|
2020
Q3 | $6.89M | Sell |
49,209
-7,353
| -13% | -$1.03M | 1.88% | 8 |
|
|
2020
Q2 | $6.78M | Buy |
56,562
+4,997
| +10% | +$599K | 1.7% | 9 |
|
|
2020
Q1 | $5.86M | Buy |
51,565
+24,304
| +89% | +$2.76M | 2.07% | 10 |
|
|
2019
Q4 | $3.24M | Sell |
27,261
-5,436
| -17% | -$646K | 0.88% | 35 |
|
|
2019
Q3 | $3.88M | Buy |
32,697
+23,148
| +242% | +$2.75M | 0.97% | 26 |
|
|
2019
Q2 | $1.06M | Buy |
9,549
+3,117
| +48% | +$344K | 0.28% | 94 |
|
|
2019
Q1 | $627K | Buy |
+6,432
| New | +$627K | 0.16% | 109 |
|