Pineridge 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 | $604K | Buy |
6,182
+30
| +0.5% | +$2.93K | 0.22% | 24 |
|
|
2025
Q1 | $540K | Sell |
6,152
-1,362
| -18% | -$120K | 0.21% | 23 |
|
|
2024
Q4 | $679K | Buy |
7,514
+953
| +15% | +$86.1K | 0.26% | 26 |
|
|
2024
Q3 | $530K | Sell |
6,561
-291
| -4% | -$23.5K | 0.2% | 38 |
|
|
2024
Q2 | $464K | Sell |
6,852
-135
| -2% | -$9.14K | 0.16% | 38 |
|
|
2024
Q1 | $420K | Sell |
6,987
-18
| -0.3% | -$1.08K | 0.15% | 38 |
|
|
2023
Q4 | $368K | Buy |
+7,005
| New | +$368K | 0.12% | 45 |
|