Sovereign Financial 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
Q3 | $792K | Buy |
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|
2025
Q2 | $739K | Sell |
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|
2025
Q1 | $668K | Sell |
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|
2024
Q4 | $712K | Buy |
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|
2024
Q3 | $563K | Buy |
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|
2024
Q2 | $449K | Buy |
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|
2024
Q1 | $392K | Buy |
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|
2023
Q4 | $338K | Buy |
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|
2023
Q3 | $339K | Sell |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | $274K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $224K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $238K | Hold |
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|
2021
Q1 | $238K | Buy |
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|
2020
Q4 | $227K | Buy |
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