Safeguard Investment 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 | $930K | Buy |
9,513
+1,069
| +13% | +$105K | 0.23% | 48 |
|
|
2025
Q1 | $741K | Sell |
8,444
-838
| -9% | -$73.5K | 0.2% | 49 |
|
|
2024
Q4 | $839K | Sell |
9,282
-21
| -0.2% | -$1.9K | 0.23% | 44 |
|
|
2024
Q3 | $751K | Buy |
9,303
+186
| +2% | +$15K | 0.21% | 45 |
|
|
2024
Q2 | $617K | Sell |
9,117
-179
| -2% | -$12.1K | 0.19% | 48 |
|
|
2024
Q1 | $559K | Sell |
9,296
-1,156
| -11% | -$69.6K | 0.19% | 51 |
|
|
2023
Q4 | $549K | Buy |
10,452
+663
| +7% | +$34.8K | 0.21% | 52 |
|
|
2023
Q3 | $521K | Buy |
9,789
+450
| +5% | +$24K | 0.23% | 49 |
|
|
2023
Q2 | $489K | Sell |
9,339
-549
| -6% | -$28.7K | 0.21% | 52 |
|
|
2023
Q1 | $486K | Sell |
9,888
-27
| -0.3% | -$1.33K | 0.23% | 50 |
|
|
2022
Q4 | $469K | Sell |
9,915
-465
| -4% | -$22K | 0.29% | 50 |
|
|
2022
Q3 | $448K | Buy |
10,380
+1,977
| +24% | +$85.3K | 0.31% | 49 |
|
|
2022
Q2 | $417K | Hold |
8,403
| – | – | 0.26% | 57 |
|
|
2022
Q1 | $417K | Buy |
8,403
+450
| +6% | +$22.3K | 0.28% | 50 |
|
|
2021
Q4 | $383K | Buy |
7,953
+60
| +0.8% | +$2.89K | 0.22% | 63 |
|
|
2021
Q3 | $366K | Buy |
7,893
+414
| +6% | +$19.2K | 0.24% | 59 |
|
|
2021
Q2 | $351K | Sell |
7,479
-810
| -10% | -$38K | 0.25% | 62 |
|
|
2021
Q1 | $375K | Buy |
8,289
+1,668
| +25% | +$75.5K | 0.33% | 54 |
|
|
2020
Q4 | $318K | Buy |
+6,621
| New | +$318K | 0.28% | 56 |
|