WAAG
Wealth Alliance Advisory Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
49,723
+1,058
| +2% | +$103K | 0.93% | 25 |
|
|
2025
Q1 | $4.27M | Buy |
48,665
+10,740
| +28% | +$943K | 0.89% | 24 |
|
|
2024
Q4 | $3.43M | Sell |
37,925
-1,356
| -3% | -$123K | 0.72% | 30 |
|
|
2024
Q3 | $3.17M | Buy |
39,281
+765
| +2% | +$61.8K | 0.67% | 31 |
|
|
2024
Q2 | $2.61M | Buy |
38,516
+2,338
| +6% | +$158K | 0.59% | 33 |
|
|
2024
Q1 | $2.18M | Buy |
36,178
+22,632
| +167% | +$1.36M | 0.51% | 40 |
|
|
2023
Q4 | $2.14M | Buy |
13,546
+1,419
| +12% | +$224K | 0.56% | 37 |
|
|
2023
Q3 | $1.94M | Buy |
12,127
+1
| +0% | +$160 | 0.58% | 34 |
|
|
2023
Q2 | $1.91M | Sell |
12,126
-264
| -2% | -$41.5K | 0.67% | 29 |
|
|
2023
Q1 | $1.83M | Buy |
12,390
+12
| +0.1% | +$1.77K | 0.68% | 30 |
|
|
2022
Q4 | $1.76M | Hold |
12,378
| – | – | 0.67% | 28 |
|
|
2022
Q3 | $1.61M | Sell |
12,378
-4
| -0% | -$519 | 0.71% | 27 |
|
|
2022
Q2 | $1.51M | Sell |
12,382
-508
| -4% | -$61.7K | 0.71% | 26 |
|
|
2022
Q1 | $1.92M | Sell |
12,890
-416
| -3% | -$62K | 0.83% | 25 |
|
|
2021
Q4 | $1.93M | Sell |
13,306
-2,124
| -14% | -$307K | 0.84% | 24 |
|
|
2021
Q3 | $2.15M | Buy |
15,430
+50
| +0.3% | +$6.97K | 1.05% | 19 |
|
|
2021
Q2 | $2.17M | Buy |
15,380
+311
| +2% | +$43.9K | 1.06% | 19 |
|
|
2021
Q1 | $2.05M | Buy |
15,069
+63
| +0.4% | +$8.56K | 1.05% | 19 |
|
|
2020
Q4 | $2.16M | Buy |
15,006
+104
| +0.7% | +$15K | 1.17% | 17 |
|
|
2020
Q3 | $2.09M | Buy |
14,902
+575
| +4% | +$80.5K | 1.23% | 17 |
|
|
2020
Q2 | $1.72M | Buy |
14,327
+195
| +1% | +$23.4K | 1.05% | 20 |
|
|
2020
Q1 | $1.61M | Buy |
14,132
+314
| +2% | +$35.7K | 1.25% | 18 |
|
|
2019
Q4 | $1.64M | Buy |
13,818
+511
| +4% | +$60.7K | 0.94% | 26 |
|
|
2019
Q3 | $1.6M | Buy |
13,307
+119
| +0.9% | +$14.3K | 0.99% | 25 |
|
|
2019
Q2 | $1.52M | Sell |
13,188
-188
| -1% | -$21.6K | 0.93% | 27 |
|
|
2019
Q1 | $1.36M | Buy |
13,376
+18
| +0.1% | +$1.82K | 0.87% | 27 |
|
|
2018
Q4 | $1.24M | Buy |
13,358
+29
| +0.2% | +$2.7K | 0.93% | 26 |
|
|
2018
Q3 | $1.25M | Buy |
13,329
+583
| +5% | +$54.8K | 0.64% | 36 |
|
|
2018
Q2 | $1.09M | Buy |
12,746
+4,215
| +49% | +$361K | 0.6% | 35 |
|
|
2018
Q1 | $759K | Buy |
8,531
+3,201
| +60% | +$285K | 0.44% | 45 |
|
|
2017
Q4 | $526K | Buy |
+5,330
| New | +$526K | 0.47% | 51 |
|