PFGIA
Patriot Financial Group Insurance Agency’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Sell |
43,999
-3,957
| -8% | -$387K | 0.49% | 49 |
|
|
2025
Q1 | $4.21M | Sell |
47,956
-3,736
| -7% | -$328K | 0.56% | 39 |
|
|
2024
Q4 | $4.67M | Sell |
51,692
-2,604
| -5% | -$235K | 0.63% | 34 |
|
|
2024
Q3 | $4.38M | Buy |
54,296
+816
| +2% | +$65.9K | 0.59% | 35 |
|
|
2024
Q2 | $3.62M | Buy |
53,480
+576
| +1% | +$39K | 0.53% | 40 |
|
|
2024
Q1 | $3.18M | Buy |
52,904
+35,087
| +197% | +$2.11M | 0.51% | 42 |
|
|
2023
Q4 | $2.81M | Buy |
17,817
+508
| +3% | +$80.1K | 0.53% | 40 |
|
|
2023
Q3 | $2.77M | Sell |
17,309
-549
| -3% | -$87.8K | 0.57% | 37 |
|
|
2023
Q2 | $2.81M | Buy |
17,858
+309
| +2% | +$48.6K | 0.53% | 35 |
|
|
2023
Q1 | $2.59M | Buy |
17,549
+261
| +2% | +$38.5K | 0.52% | 36 |
|
|
2022
Q4 | $2.45M | Buy |
17,288
+536
| +3% | +$76K | 0.33% | 33 |
|
|
2022
Q3 | $2.17M | Buy |
16,752
+536
| +3% | +$69.5K | 0.53% | 38 |
|
|
2022
Q2 | $1.97M | Sell |
16,216
-1,884
| -10% | -$229K | 0.4% | 44 |
|
|
2022
Q1 | $2.7M | Sell |
18,100
-1,265
| -7% | -$188K | 0.48% | 36 |
|
|
2021
Q4 | $2.8M | Sell |
19,365
-312
| -2% | -$45.1K | 0.47% | 34 |
|
|
2021
Q3 | $2.74M | Buy |
19,677
+186
| +1% | +$25.9K | 0.49% | 31 |
|
|
2021
Q2 | $2.75M | Buy |
19,491
+1,839
| +10% | +$259K | 0.5% | 29 |
|
|
2021
Q1 | $2.4M | Buy |
17,652
+616
| +4% | +$83.7K | 0.55% | 23 |
|
|
2020
Q4 | $2.46M | Buy |
17,036
+2,540
| +18% | +$366K | 0.62% | 20 |
|
|
2020
Q3 | $2.03M | Sell |
14,496
-791
| -5% | -$111K | 0.66% | 21 |
|
|
2020
Q2 | $1.83M | Buy |
15,287
+303
| +2% | +$36.3K | 0.7% | 18 |
|
|
2020
Q1 | $1.7M | Buy |
14,984
+724
| +5% | +$82.2K | 0.78% | 18 |
|
|
2019
Q4 | $1.7M | Buy |
14,260
+936
| +7% | +$111K | 0.64% | 25 |
|
|
2019
Q3 | $1.58M | Sell |
13,324
-391
| -3% | -$46.4K | 0.71% | 23 |
|
|
2019
Q2 | $1.53M | Buy |
13,715
+350
| +3% | +$39.1K | 0.66% | 25 |
|
|
2019
Q1 | $1.3M | Buy |
13,365
+552
| +4% | +$53.8K | 0.67% | 24 |
|
|
2018
Q4 | $1.19M | Buy |
12,813
+936
| +8% | +$87.2K | 0.78% | 21 |
|
|
2018
Q3 | $1.12M | Buy |
11,877
+1,609
| +16% | +$151K | 0.67% | 20 |
|
|
2018
Q2 | $879K | Sell |
10,268
-3,503
| -25% | -$300K | 0.94% | 19 |
|
|
2018
Q1 | $1.18M | Buy |
13,771
+2,405
| +21% | +$206K | 0.87% | 18 |
|
|
2017
Q4 | $1.15M | Buy |
11,366
+4,203
| +59% | +$426K | 0.86% | 21 |
|
|
2017
Q3 | $577K | Buy |
7,163
+1,249
| +21% | +$101K | 0.52% | 36 |
|
|
2017
Q2 | $433K | Buy |
5,914
+405
| +7% | +$29.7K | 0.45% | 45 |
|
|
2017
Q1 | $395K | Buy |
5,509
+247
| +5% | +$17.7K | 0.42% | 44 |
|
|
2016
Q4 | $354K | Buy |
+5,262
| New | +$354K | 0.48% | 38 |
|