Sage Mountain Advisors’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
$3.81M Buy
2025
Q1
$3.06M Buy
2024
Q4
$3.09M Buy
2024
Q3
$2.55M Buy
2024
Q2
$2.05M Buy
2024
Q1
$1.59M Buy
2023
Q4
$1.37M Buy
2023
Q3
$1.3M Buy
2023
Q2
$1.24M Buy
2023
Q1
$1.09M Buy
2022
Q4
$756K Buy
2022
Q3
$687K Buy
2022
Q2
$600K Sell
2022
Q1
$782K Sell
2021
Q4
$903K Buy
2021
Q3
$833K Buy
2021
Q2
$841K Buy
2021
Q1
$756K Buy
2020
Q4
$609K Buy