RAG
RIA Advisory Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833K | Sell |
8,517
-9,319
| -52% | -$911K | 0.24% | 59 |
|
|
2025
Q1 | $1.57M | Sell |
17,836
-1,415
| -7% | -$124K | 0.51% | 31 |
|
|
2024
Q4 | $1.74M | Buy |
19,251
+4,429
| +30% | +$400K | 0.59% | 28 |
|
|
2024
Q3 | $1.2M | Buy |
+14,822
| New | +$1.2M | 0.42% | 39 |
|
|
2024
Q1 | $4.68M | Buy |
+77,776
| New | +$4.68M | 1.89% | 9 |
|
|
2023
Q4 | – | Sell |
-31,913
| Closed | -$5.1M | – | 202 |
|
|
2023
Q3 | $5.1M | Sell |
31,913
-1,136
| -3% | -$182K | 2.29% | 6 |
|
|
2023
Q2 | $5.19M | Buy |
33,049
+2,723
| +9% | +$428K | 2.24% | 5 |
|
|
2023
Q1 | $4.47M | Buy |
+30,326
| New | +$4.47M | 2.06% | 6 |
|