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Pacific Sage Partners’s Walmart WMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
11,497
+65
+0.6% +$6.36K 0.22% 44
2025
Q1
$1M Buy
11,432
+179
+2% +$15.7K 0.23% 47
2024
Q4
$1.02M Sell
11,253
-2
-0% -$181 0.23% 44
2024
Q3
$909K Buy
11,255
+2
+0% +$161 0.22% 44
2024
Q2
$762K Buy
11,253
+106
+1% +$7.18K 0.19% 44
2024
Q1
$671K Buy
11,147
+7,432
+200% +$447K 0.17% 46
2023
Q4
$586K Sell
3,715
-132
-3% -$20.8K 0.16% 48
2023
Q3
$615K Buy
3,847
+1
+0% +$160 0.19% 46
2023
Q2
$604K Buy
3,846
+3
+0.1% +$471 0.18% 42
2023
Q1
$567K Sell
3,843
-20
-0.5% -$2.95K 0.18% 41
2022
Q4
$548K Buy
+3,863
New +$548K 0.18% 42