Sterling Group 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
Sell
-3,057
Closed -$268K 64
2025
Q1
$268K Hold
3,057
0.14% 51
2024
Q4
$276K Hold
3,057
0.14% 51
2024
Q3
$247K Hold
3,057
0.13% 55
2024
Q2
$207K Buy
+3,057
New +$207K 0.12% 57