SAG
SageView Advisory Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Buy |
46,761
+1,070
| +2% | +$104K | 0.17% | 68 |
|
|
2025
Q1 | $4.01M | Sell |
45,691
-1,018
| -2% | -$89.4K | 0.17% | 66 |
|
|
2024
Q4 | $4.22M | Buy |
46,709
+845
| +2% | +$76.3K | 0.18% | 72 |
|
|
2024
Q3 | $3.7M | Sell |
45,864
-2,149
| -4% | -$174K | 0.19% | 69 |
|
|
2024
Q2 | $3.25M | Buy |
+48,013
| New | +$3.25M | 0.15% | 80 |
|
|
2024
Q1 | – | Sell |
-20,282
| Closed | -$3.36M | – | 877 |
|
|
2023
Q4 | $3.36M | Buy |
20,282
+5,603
| +38% | +$928K | 0.14% | 92 |
|
|
2023
Q3 | $2.35M | Sell |
14,679
-34
| -0.2% | -$5.44K | 0.13% | 100 |
|
|
2023
Q2 | $2.31M | Buy |
14,713
+831
| +6% | +$131K | 0.13% | 106 |
|
|
2023
Q1 | $2.05M | Buy |
13,882
+6,847
| +97% | +$1.01M | 0.13% | 113 |
|
|
2022
Q4 | $997K | Buy |
+7,035
| New | +$997K | 0.08% | 152 |
|