SPWG
Sage Private Wealth Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Buy |
7,914
+36
| +0.5% | +$3.52K | 0.5% | 21 |
|
|
2025
Q1 | $692K | Sell |
7,878
-422
| -5% | -$37.1K | 0.52% | 20 |
|
|
2024
Q4 | $750K | Sell |
8,300
-233
| -3% | -$21.1K | 0.56% | 18 |
|
|
2024
Q3 | $689K | Sell |
8,533
-385
| -4% | -$31.1K | 0.54% | 20 |
|
|
2024
Q2 | $604K | Buy |
8,918
+625
| +8% | +$42.3K | 0.51% | 26 |
|
|
2024
Q1 | $499K | Buy |
8,293
+5,984
| +259% | +$360K | 0.4% | 33 |
|
|
2023
Q4 | $364K | Buy |
2,309
+277
| +14% | +$43.7K | 0.32% | 40 |
|
|
2023
Q3 | $325K | Buy |
2,032
+22
| +1% | +$3.52K | 0.45% | 33 |
|
|
2023
Q2 | $316K | Buy |
2,010
+2
| +0.1% | +$314 | 0.43% | 31 |
|
|
2023
Q1 | $296K | Buy |
2,008
+105
| +6% | +$15.5K | 0.34% | 35 |
|
|
2022
Q4 | $270K | Sell |
1,903
-70
| -4% | -$9.93K | 0.32% | 38 |
|
|
2022
Q3 | $256K | Sell |
1,973
-225
| -10% | -$29.2K | 0.34% | 39 |
|
|
2022
Q2 | $267K | Buy |
2,198
+415
| +23% | +$50.4K | 0.38% | 39 |
|
|
2022
Q1 | $266K | Buy |
1,783
+223
| +14% | +$33.3K | 0.26% | 39 |
|
|
2021
Q4 | $225K | Buy |
1,560
+59
| +4% | +$8.51K | 0.28% | 44 |
|
|
2021
Q3 | $209K | Buy |
1,501
+19
| +1% | +$2.65K | 0.29% | 41 |
|
|
2021
Q2 | $209K | Buy |
1,482
+34
| +2% | +$4.8K | 0.28% | 42 |
|
|
2021
Q1 | $197K | Sell |
1,448
-52
| -3% | -$7.08K | 0.34% | 40 |
|
|
2020
Q4 | $216K | Buy |
+1,500
| New | +$216K | 0.6% | 32 |
|