CGA
Crescent Grove Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Buy |
3,515
+947
| +37% | +$92.6K | 0.03% | 200 |
|
|
2025
Q1 | $226K | Buy |
2,568
+1
| +0% | +$88 | 0.02% | 246 |
|
|
2024
Q4 | $232K | Sell |
2,567
-973
| -27% | -$88.1K | 0.02% | 252 |
|
|
2024
Q3 | $286K | Buy |
3,540
+1
| +0% | +$81 | 0.03% | 224 |
|
|
2024
Q2 | $240K | Buy |
+3,539
| New | +$240K | 0.03% | 246 |
|
|
2022
Q1 | – | Sell |
-2,201
| Closed | -$320K | – | 315 |
|
|
2021
Q4 | $320K | Sell |
2,201
-677
| -24% | -$98.4K | 0.03% | 223 |
|
|
2021
Q3 | $401K | Buy |
2,878
+117
| +4% | +$16.3K | 0.04% | 178 |
|
|
2021
Q2 | $389K | Sell |
2,761
-440
| -14% | -$62K | 0.04% | 169 |
|
|
2021
Q1 | $437K | Buy |
3,201
+1,385
| +76% | +$189K | 0.05% | 138 |
|
|
2020
Q4 | $263K | Hold |
1,816
| – | – | 0.03% | 154 |
|
|
2020
Q3 | $254K | Buy |
+1,816
| New | +$254K | 0.05% | 143 |
|