Portside Wealth Group, LLC's ownership history for WMT

Portside Wealth Group, LLC currently holds 11.3K shares with a market value of $1.3M. It started holding WMT on 2024-09-30. At its peak, it held 25.7K shares on 2024-09-30. Its highest holding value was $2.3M on 2025-03-31. At its lowest, it held 10.4K shares on 2025-06-30, with a value of $1.0M on 2025-06-30. In the recent 180 days, Portside Wealth Group, LLC has increased its shares by 975. In the recent year, Portside Wealth Group, LLC has decreased its shares by 14.0K.

It has also owned 1 contracts of calls, with the market value of the underlying securities totaling $8.8K on 2024-09-30. At its peak, it held 1 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $8.8K on 2025-03-31. At its lowest, it held 1 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $2.0K on 2024-12-31. In the recent 180 days, Portside Wealth Group, LLC has increased its holdings by 0 contracts.