PWMG
Prestige Wealth Management Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
26,959
-1,147
| -4% | -$112K | 0.54% | 36 |
|
|
2025
Q1 | $2.47M | Buy |
28,106
+561
| +2% | +$49.4K | 0.53% | 33 |
|
|
2024
Q4 | $2.49M | Buy |
27,545
+744
| +3% | +$67.4K | 0.52% | 37 |
|
|
2024
Q3 | $2.16M | Buy |
26,801
+199
| +0.7% | +$16.1K | 0.45% | 40 |
|
|
2024
Q2 | $1.8M | Sell |
26,602
-1,489
| -5% | -$101K | 0.39% | 45 |
|
|
2024
Q1 | $1.7M | Buy |
28,091
+18,861
| +204% | +$1.14M | 0.37% | 43 |
|
|
2023
Q4 | $1.46M | Buy |
9,230
+499
| +6% | +$78.9K | 0.33% | 44 |
|
|
2023
Q3 | $1.4M | Buy |
8,731
+2,005
| +30% | +$321K | 0.34% | 46 |
|
|
2023
Q2 | $1.06M | Sell |
6,726
-4,558
| -40% | -$716K | 0.25% | 50 |
|
|
2023
Q1 | $1.67M | Buy |
11,284
+3,816
| +51% | +$565K | 0.42% | 41 |
|
|
2022
Q4 | $1.06M | Sell |
7,468
-3,643
| -33% | -$519K | 0.28% | 51 |
|
|
2022
Q3 | $1.44M | Buy |
11,111
+1,110
| +11% | +$144K | 0.41% | 43 |
|
|
2022
Q2 | $1.22M | Sell |
10,001
-391
| -4% | -$47.5K | 0.33% | 46 |
|
|
2022
Q1 | $1.55M | Buy |
10,392
+3,030
| +41% | +$451K | 0.38% | 41 |
|
|
2021
Q4 | $1.07M | Buy |
7,362
+176
| +2% | +$25.5K | 0.25% | 46 |
|
|
2021
Q3 | $1M | Buy |
7,186
+2,029
| +39% | +$283K | 0.26% | 47 |
|
|
2021
Q2 | $728K | Sell |
5,157
-6,153
| -54% | -$869K | 0.19% | 51 |
|
|
2021
Q1 | $1.54M | Buy |
11,310
+640
| +6% | +$86.9K | 0.42% | 34 |
|
|
2020
Q4 | $1.54M | Buy |
10,670
+1,488
| +16% | +$214K | 0.42% | 34 |
|
|
2020
Q3 | $1.29M | Buy |
9,182
+1,192
| +15% | +$167K | 0.39% | 34 |
|
|
2020
Q2 | $957K | Buy |
7,990
+2,207
| +38% | +$264K | 0.34% | 31 |
|
|
2020
Q1 | $658K | Sell |
5,783
-3,021
| -34% | -$344K | 0.28% | 40 |
|
|
2019
Q4 | $1.05M | Sell |
8,804
-66
| -0.7% | -$7.84K | 0.57% | 31 |
|
|
2019
Q3 | $1.05M | Buy |
8,870
+1,390
| +19% | +$165K | 0.62% | 27 |
|
|
2019
Q2 | $826K | Buy |
7,480
+1,549
| +26% | +$171K | 0.5% | 32 |
|
|
2019
Q1 | $579K | Buy |
5,931
+4,144
| +232% | +$405K | 0.36% | 50 |
|
|
2018
Q4 | $166K | Buy |
+1,787
| New | +$166K | 0.12% | 115 |
|