IAG Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.6K | Hold |
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|
2025
Q1 | $62.5K | Sell |
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|
2024
Q4 | $73.3K | Buy |
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|
2024
Q3 | $65K | Sell |
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|
2024
Q2 | $61.8K | Sell |
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|
2024
Q1 | $149K | Buy |
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|
2023
Q4 | $31.8K | Buy |
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|
2023
Q3 | $27.8K | Buy |
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|
2023
Q2 | $23K | Sell |
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|
2023
Q1 | $65.8K | Buy |
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|
2022
Q4 | $20.8K | Hold |
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|
2022
Q3 | $19K | Buy |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $20K | Buy |
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|
2021
Q4 | $14K | Hold |
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|
2021
Q3 | $14K | Hold |
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|
2021
Q2 | $14K | Hold |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $14K | Hold |
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|
2020
Q3 | $14K | Buy |
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|
2020
Q2 | $8K | Hold |
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|
2020
Q1 | $7K | Hold |
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|
2019
Q4 | $8K | Buy |
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