TriaGen 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 | $2.29M | Buy |
23,433
+19,841
| +552% | +$1.94M | 0.69% | 40 |
|
|
2025
Q1 | $315K | Buy |
3,592
+114
| +3% | +$10K | 0.11% | 135 |
|
|
2024
Q4 | $314K | Sell |
3,478
-872
| -20% | -$78.8K | 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% | +$4.26K | 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 | +$210K | 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 | +$204K | 0.1% | 178 |
|
|
2021
Q3 | – | Sell |
-4,221
| Closed | -$201K | – | 199 |
|
|
2021
Q2 | $201K | Buy |
+4,221
| New | +$201K | 0.1% | 183 |
|