Safeguard Investment Advisory Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Buy |
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|
2025
Q1 | $741K | Sell |
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|
2024
Q4 | $839K | Sell |
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|
2024
Q3 | $751K | Buy |
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|
2024
Q2 | $617K | Sell |
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|
2024
Q1 | $559K | Sell |
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|
2023
Q4 | $549K | Buy |
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|
2023
Q3 | $521K | Buy |
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|
2023
Q2 | $489K | Sell |
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|
2023
Q1 | $486K | Sell |
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|
2022
Q4 | $469K | Sell |
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|
2022
Q3 | $448K | Buy |
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|
2022
Q2 | $417K | Hold |
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|
2022
Q1 | $417K | Buy |
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|
2021
Q4 | $383K | Buy |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $351K | Sell |
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|
2021
Q1 | $375K | Buy |
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|
2020
Q4 | $318K | Buy |
|