PFG Private Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-286
| Closed | -$25.1K | – | 254 |
|
|
2025
Q1 | $25.1K | Buy |
286
+84
| +42% | +$7.37K | 0.01% | 109 |
|
|
2024
Q4 | $18.3K | Hold |
202
| – | – | 0.01% | 118 |
|
|
2024
Q3 | $16.3K | Buy |
202
+1
| +0.5% | +$81 | 0.01% | 122 |
|
|
2024
Q2 | $13.6K | Hold |
201
| – | – | 0.01% | 127 |
|
|
2024
Q1 | $12.1K | Hold |
201
| – | – | 0.01% | 129 |
|
|
2023
Q4 | $10.6K | Sell |
201
-2,103
| -91% | -$111K | 0.01% | 134 |
|
|
2023
Q3 | $123K | Buy |
2,304
+1,776
| +336% | +$94.7K | 0.09% | 55 |
|
|
2023
Q2 | $27.7K | Buy |
+528
| New | +$27.7K | 0.02% | 166 |
|