Sage Private Wealth 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 | $774K | Buy |
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|
2025
Q1 | $692K | Sell |
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|
2024
Q4 | $750K | Sell |
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|
2024
Q3 | $689K | Sell |
|
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|
2024
Q2 | $604K | Buy |
|
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|
2024
Q1 | $499K | Buy |
|
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|
2023
Q4 | $364K | Buy |
|
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|
2023
Q3 | $325K | Buy |
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|
2023
Q2 | $316K | Buy |
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|
2023
Q1 | $296K | Buy |
|
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $267K | Buy |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $225K | Buy |
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|
2021
Q3 | $209K | Buy |
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|
2021
Q2 | $209K | Buy |
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|
2021
Q1 | $197K | Sell |
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|
2020
Q4 | $216K | Buy |
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