Safeguard Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $681K | Sell |
7,752
-67
| -0.9% | -$5.88K | 0.15% | 51 |
|
|
2024
Q4 | $706K | Buy |
7,819
+1,843
| +31% | +$167K | 0.15% | 52 |
|
|
2024
Q3 | $483K | Buy |
5,976
+1,700
| +40% | +$137K | 0.11% | 66 |
|
|
2024
Q2 | $289K | Buy |
+4,276
| New | +$289K | 0.08% | 82 |
|
|
2023
Q3 | – | Sell |
-114
| Closed | -$5K | – | 561 |
|
|
2023
Q2 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 412 |
|
|
2022
Q2 | – | Sell |
-4,308
| Closed | -$214K | – | 53 |
|
|
2022
Q1 | $214K | Buy |
+4,308
| New | +$214K | 0.32% | 46 |
|