TriaGen Wealth Management’s Walmart Inc WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$432K	Hold	3,472	–	–	0.12%	127
2025 Q4	$387K	Sell	3,472 -18,819	-84%	-$2.02M	0.1%	135
2025 Q3	$2.3M	Sell	22,291 -1,142	-5%	-$114K	0.6%	52
2025 Q2	$2.29M	Buy	23,433 +19,841	+552%	+$1.89M	0.69%	40
2025 Q1	$315K	Buy	3,592 +114	+3%	+$10.7K	0.11%	135
2024 Q4	$314K	Sell	3,478 -872	-20%	-$75.7K	0.11%	136
2024 Q3	$351K	Hold	4,350	–	–	0.12%	130
2024 Q2	$295K	Hold	4,350	–	–	0.11%	138
2024 Q1	$262K	Hold	4,350	–	–	0.11%	143
2023 Q4	$229K	Buy	4,350 +81	+2%	+$4.29K	0.11%	144
2023 Q3	$228K	Hold	4,269	–	–	0.12%	137
2023 Q2	$224K	Hold	4,269	–	–	0.1%	156
2023 Q1	$210K	Buy	+4,269	New	+$203K	0.11%	153
2022 Q2	–	Sell	-4,221	Closed	-$210K	–	197
2022 Q1	$210K	Hold	4,221	–	–	0.11%	160
2021 Q4	$204K	Buy	+4,221	New	+$202K	0.1%	178
2021 Q3	–	Sell	-4,221	Closed	-$201K	–	199
2021 Q2	$201K	Buy	+4,221	New	+$197K	0.1%	183