SFG Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
23,534
-1,829
| -7% | -$179K | 1.39% | 15 |
|
|
2025
Q1 | $2.23M | Sell |
25,363
-3,490
| -12% | -$306K | 1.09% | 16 |
|
|
2024
Q4 | $2.61M | Buy |
28,853
+23,757
| +466% | +$2.15M | 1.37% | 15 |
|
|
2024
Q3 | $412K | Buy |
5,096
+11
| +0.2% | +$888 | 0.22% | 63 |
|
|
2024
Q2 | $344K | Buy |
5,085
+210
| +4% | +$14.2K | 0.2% | 71 |
|
|
2024
Q1 | $293K | Sell |
4,875
-1,194
| -20% | -$71.8K | 0.17% | 75 |
|
|
2023
Q4 | $319K | Buy |
6,069
+150
| +3% | +$7.88K | 0.21% | 68 |
|
|
2023
Q3 | $316K | Buy |
5,919
+6
| +0.1% | +$320 | 0.25% | 68 |
|
|
2023
Q2 | $310K | Buy |
5,913
+705
| +14% | +$36.9K | 0.26% | 71 |
|
|
2023
Q1 | $256K | Buy |
5,208
+3
| +0.1% | +$147 | 0.28% | 64 |
|
|
2022
Q4 | $246K | Hold |
5,205
| – | – | 0.3% | 64 |
|
|
2022
Q3 | $225K | Buy |
5,205
+3
| +0.1% | +$130 | 0.3% | 67 |
|
|
2022
Q2 | $211K | Buy |
5,202
+6
| +0.1% | +$243 | 0.25% | 76 |
|
|
2022
Q1 | $258K | Buy |
5,196
+3
| +0.1% | +$149 | 0.24% | 71 |
|
|
2021
Q4 | $250K | Buy |
+5,193
| New | +$250K | 0.22% | 83 |
|