Strategic Wealth Investment Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,665
| Closed | -$873K | – | 129 |
|
|
2024
Q4 | $873K | Buy |
9,665
+225
| +2% | +$20.3K | 0.1% | 76 |
|
|
2024
Q3 | $767K | Sell |
9,440
-333
| -3% | -$27.1K | 0.08% | 85 |
|
|
2024
Q2 | $659K | Buy |
+9,773
| New | +$659K | 0.08% | 86 |
|
|
2023
Q4 | $579K | Buy |
11,010
+2,955
| +37% | +$155K | 0.09% | 73 |
|
|
2023
Q3 | $429K | Buy |
8,055
+42
| +0.5% | +$2.24K | 0.08% | 76 |
|
|
2023
Q2 | $420K | Buy |
8,013
+1,284
| +19% | +$67.3K | 0.07% | 91 |
|
|
2023
Q1 | $331K | Sell |
6,729
-489
| -7% | -$24K | 0.06% | 101 |
|
|
2022
Q4 | $339K | Sell |
7,218
-174
| -2% | -$8.17K | 0.08% | 90 |
|
|
2022
Q3 | $320K | Buy |
7,392
+1,347
| +22% | +$58.3K | 0.09% | 79 |
|
|
2022
Q2 | $245K | Sell |
6,045
-987
| -14% | -$40K | 0.06% | 118 |
|
|
2022
Q1 | $349K | Buy |
7,032
+705
| +11% | +$35K | 0.08% | 71 |
|
|
2021
Q4 | $305K | Buy |
+6,327
| New | +$305K | 0.08% | 70 |
|