PCG Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
3,024
+105
| +4% | +$10.3K | 0.15% | 72 |
|
|
2025
Q1 | $256K | Hold |
2,919
| – | – | 0.09% | 114 |
|
|
2024
Q4 | $264K | Buy |
2,919
+126
| +5% | +$11.4K | 0.1% | 109 |
|
|
2024
Q3 | $226K | Buy |
+2,793
| New | +$226K | 0.09% | 113 |
|
|
2023
Q4 | – | Sell |
-4,413
| Closed | -$235K | – | 114 |
|
|
2023
Q3 | $235K | Hold |
4,413
| – | – | 0.15% | 89 |
|
|
2023
Q2 | $231K | Sell |
4,413
-180
| -4% | -$9.43K | 0.14% | 95 |
|
|
2023
Q1 | $226K | Hold |
4,593
| – | – | 0.14% | 97 |
|
|
2022
Q4 | $217K | Sell |
4,593
-4,497
| -49% | -$213K | 0.14% | 95 |
|
|
2022
Q3 | $393K | Buy |
+9,090
| New | +$393K | 0.14% | 84 |
|
|
2022
Q2 | – | Sell |
-4,644
| Closed | -$231K | – | 96 |
|
|
2022
Q1 | $231K | Buy |
+4,644
| New | +$231K | 0.15% | 75 |
|