JAG
Journey Advisory Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.23M | Buy |
84,163
+1,711
| +2% | +$167K | 0.64% | 38 |
|
|
2025
Q1 | $7.24M | Sell |
82,452
-299
| -0.4% | -$26.2K | 0.59% | 41 |
|
|
2024
Q4 | $5.6M | Hold |
82,751
| – | – | 0.67% | 39 |
|
|
2024
Q3 | $5.6M | Buy |
82,751
+900
| +1% | +$60.9K | 0.67% | 39 |
|
|
2024
Q2 | $5.54M | Sell |
81,851
-7,450
| -8% | -$504K | 0.66% | 39 |
|
|
2024
Q1 | $5.37M | Buy |
89,301
+60,966
| +215% | +$3.67M | 0.66% | 41 |
|
|
2023
Q4 | $4.47M | Sell |
28,335
-778
| -3% | -$123K | 0.61% | 47 |
|
|
2023
Q3 | $4.66M | Buy |
29,113
+768
| +3% | +$123K | 0.7% | 40 |
|
|
2023
Q2 | $4.46M | Sell |
28,345
-2,792
| -9% | -$439K | 0.66% | 44 |
|
|
2023
Q1 | $4.59M | Sell |
31,137
-2,076
| -6% | -$306K | 0.72% | 40 |
|
|
2022
Q4 | $4.71M | Buy |
33,213
+4,195
| +14% | +$595K | 1.17% | 21 |
|
|
2022
Q3 | $3.76M | Sell |
29,018
-1,134
| -4% | -$147K | 0.96% | 22 |
|
|
2022
Q2 | $4M | Buy |
30,152
+4,573
| +18% | +$606K | 0.92% | 22 |
|
|
2022
Q1 | $3.81M | Sell |
25,579
-900
| -3% | -$134K | 0.96% | 24 |
|
|
2021
Q4 | $3.83M | Buy |
26,479
+4,144
| +19% | +$600K | 1.06% | 23 |
|
|
2021
Q3 | $3.11M | Sell |
22,335
-2,650
| -11% | -$369K | 1.01% | 26 |
|
|
2021
Q2 | $3.52M | Buy |
24,985
+251
| +1% | +$35.4K | 1.12% | 21 |
|
|
2021
Q1 | $3.36M | Buy |
24,734
+1
| +0% | +$136 | 1.18% | 20 |
|
|
2020
Q4 | $3.57M | Buy |
+24,733
| New | +$3.57M | 1.33% | 18 |
|