Annis Gardner Whiting Capital Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Buy |
7,191
+1,321
| +23% | +$129K | 0.24% | 86 |
|
|
2025
Q1 | $517K | Sell |
5,870
-67
| -1% | -$5.9K | 0.22% | 96 |
|
|
2024
Q4 | $538K | Buy |
5,937
+98
| +2% | +$8.87K | 0.15% | 122 |
|
|
2024
Q3 | $472K | Sell |
5,839
-822
| -12% | -$66.4K | 0.13% | 133 |
|
|
2024
Q2 | $451K | Buy |
6,661
+350
| +6% | +$23.7K | 0.13% | 141 |
|
|
2024
Q1 | $381K | Buy |
6,311
+1,286
| +26% | +$77.6K | 0.14% | 121 |
|
|
2023
Q4 | $265K | Sell |
5,025
-42
| -0.8% | -$2.22K | 0.12% | 130 |
|
|
2023
Q3 | $270K | Buy |
+5,067
| New | +$270K | 0.14% | 113 |
|