SMA
Sage Mountain Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Buy |
38,944
+4,115
| +12% | +$402K | 0.25% | 53 |
|
|
2025
Q1 | $3.06M | Buy |
34,829
+590
| +2% | +$51.8K | 0.23% | 57 |
|
|
2024
Q4 | $3.09M | Buy |
34,239
+2,716
| +9% | +$245K | 0.23% | 57 |
|
|
2024
Q3 | $2.55M | Buy |
31,523
+1,227
| +4% | +$99.1K | 0.22% | 55 |
|
|
2024
Q2 | $2.05M | Buy |
30,296
+3,801
| +14% | +$257K | 0.19% | 61 |
|
|
2024
Q1 | $1.59M | Buy |
26,495
+17,798
| +205% | +$1.07M | 0.17% | 68 |
|
|
2023
Q4 | $1.37M | Buy |
8,697
+547
| +7% | +$86.2K | 0.16% | 66 |
|
|
2023
Q3 | $1.3M | Buy |
8,150
+260
| +3% | +$41.6K | 0.18% | 62 |
|
|
2023
Q2 | $1.24M | Buy |
7,890
+464
| +6% | +$72.9K | 0.18% | 62 |
|
|
2023
Q1 | $1.09M | Buy |
7,426
+2,094
| +39% | +$309K | 0.18% | 59 |
|
|
2022
Q4 | $756K | Buy |
5,332
+37
| +0.7% | +$5.25K | 0.17% | 54 |
|
|
2022
Q3 | $687K | Buy |
5,295
+359
| +7% | +$46.6K | 0.18% | 48 |
|
|
2022
Q2 | $600K | Sell |
4,936
-317
| -6% | -$38.5K | 0.11% | 184 |
|
|
2022
Q1 | $782K | Sell |
5,253
-985
| -16% | -$147K | 0.12% | 162 |
|
|
2021
Q4 | $903K | Buy |
6,238
+263
| +4% | +$38.1K | 0.11% | 163 |
|
|
2021
Q3 | $833K | Buy |
5,975
+8
| +0.1% | +$1.12K | 0.12% | 158 |
|
|
2021
Q2 | $841K | Buy |
5,967
+404
| +7% | +$56.9K | 0.14% | 147 |
|
|
2021
Q1 | $756K | Buy |
5,563
+1,340
| +32% | +$182K | 0.16% | 108 |
|
|
2020
Q4 | $609K | Buy |
+4,223
| New | +$609K | 0.2% | 76 |
|