VAG
VisionPoint Advisory Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
16,865
+12,129
| +256% | +$1.19M | 0.36% | 78 |
|
|
2025
Q1 | $416K | Buy |
4,736
+4,136
| +689% | +$363K | 0.14% | 131 |
|
|
2024
Q4 | $54K | Buy |
+600
| New | +$54K | 0.02% | 292 |
|
|
2024
Q3 | – | Sell |
-600
| Closed | -$40.6K | – | 792 |
|
|
2024
Q2 | $40.6K | Sell |
600
-9
| -1% | -$609 | 0.01% | 300 |
|
|
2024
Q1 | $36.6K | Buy |
609
+409
| +205% | +$24.6K | 0.01% | 309 |
|
|
2023
Q4 | $31.5K | Sell |
200
-360
| -64% | -$56.8K | 0.01% | 311 |
|
|
2023
Q3 | $89.6K | Buy |
560
+259
| +86% | +$41.5K | 0.04% | 201 |
|
|
2023
Q2 | $47.3K | Buy |
+301
| New | +$47.3K | 0.02% | 214 |
|
|
2021
Q2 | – | Sell |
-4,105
| Closed | -$558K | – | 118 |
|
|
2021
Q1 | $558K | Sell |
4,105
-1,000
| -20% | -$136K | 0.27% | 78 |
|
|
2020
Q4 | $736K | Buy |
5,105
+3
| +0.1% | +$433 | 0.37% | 60 |
|
|
2020
Q3 | $714K | Buy |
5,102
+2,845
| +126% | +$398K | 0.31% | 44 |
|
|
2020
Q2 | $296K | Buy |
+2,257
| New | +$296K | 0.12% | 83 |
|
|
2019
Q4 | – | Sell |
-11,631
| Closed | -$1.37M | – | 146 |
|
|
2019
Q3 | $1.37M | Sell |
11,631
-1,247
| -10% | -$147K | 0.38% | 39 |
|
|
2019
Q2 | $1.42M | Buy |
12,878
+247
| +2% | +$27.3K | 0.41% | 38 |
|
|
2019
Q1 | $1.23M | Sell |
12,631
-90
| -0.7% | -$8.78K | 0.35% | 46 |
|
|
2018
Q4 | $1.19M | Buy |
+12,721
| New | +$1.19M | 0.38% | 40 |
|