Private Advisory Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
3,390
-395
| -10% | -$38.6K | 0.03% | 169 |
|
|
2025
Q1 | $332K | Buy |
3,785
+880
| +30% | +$77.3K | 0.04% | 155 |
|
|
2024
Q4 | $262K | Buy |
+2,905
| New | +$262K | 0.03% | 186 |
|
|
2022
Q4 | – | Sell |
-68,703
| Closed | -$2.97M | – | 224 |
|
|
2022
Q3 | $2.97M | Buy |
+68,703
| New | +$2.97M | 0.68% | 45 |
|