United Advisor Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
33,009
+4,485
| +16% | +$439K | 0.56% | 44 |
|
|
2025
Q1 | $2.5M | Sell |
28,524
-4,648
| -14% | -$408K | 0.51% | 51 |
|
|
2024
Q4 | $3M | Buy |
33,172
+1,988
| +6% | +$180K | 0.59% | 42 |
|
|
2024
Q3 | $2.52M | Buy |
31,184
+4,106
| +15% | +$332K | 0.57% | 46 |
|
|
2024
Q2 | $1.83M | Buy |
27,078
+4,925
| +22% | +$333K | 0.57% | 53 |
|
|
2024
Q1 | $1.33M | Sell |
22,153
-7,670
| -26% | -$462K | 0.5% | 57 |
|
|
2023
Q4 | $1.57M | Buy |
+29,823
| New | +$1.57M | 1.89% | 10 |
|