Sugarloaf Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.18M | Sell |
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|
2024
Q3 | $5.68M | Sell |
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|
2024
Q2 | $4.77M | Buy |
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|
2024
Q1 | $4.1M | Buy |
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|
2023
Q4 | $3.11M | Buy |
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|
2023
Q3 | $2.92M | Buy |
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|
2023
Q2 | $842K | Buy |
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|
2023
Q1 | $757K | Sell |
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|
2022
Q4 | $741K | Sell |
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|
2022
Q3 | $758K | Buy |
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|
2022
Q2 | $628K | Sell |
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|
2022
Q1 | $770K | Buy |
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|
2021
Q4 | $747K | Hold |
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|
2021
Q3 | $719K | Sell |
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|
2021
Q2 | $794K | Buy |
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|
2021
Q1 | $735 | Buy |
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|
2020
Q4 | $778K | Hold |
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|
2020
Q3 | $755K | Buy |
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|
2020
Q2 | $645K | Buy |
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|
2020
Q1 | $607K | Sell |
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|
2019
Q4 | $644K | Buy |
|