SGL Investment Advisors’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.12M Buy
32,186
+1,932
+6% +$188K 1.49% 29
2025
Q1
$2.95M Buy
30,254
+25,520
+539% +$2.49M 1.52% 31
2024
Q4
$490K Sell
4,734
-455
-9% -$47.1K 0.25% 73
2024
Q3
$438K Buy
+5,189
New +$438K 0.23% 76