TriaGen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.3M | Sell |
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|
2025
Q2 | $2.29M | Buy |
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|
2025
Q1 | $315K | Buy |
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|
2024
Q4 | $314K | Sell |
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|
2024
Q3 | $351K | Hold |
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|
2024
Q2 | $295K | Hold |
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|
2024
Q1 | $262K | Hold |
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|
2023
Q4 | $229K | Buy |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Hold |
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|
2021
Q4 | $204K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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