Financial Gravity Asset Management’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.51M Sell
36,294
-869
-2% -$107K 0.8% 34
2025
Q4
$4.14M Buy
37,163
+1,421
+4% +$153K 0.8% 34
2025
Q3
$3.68M Buy
+35,742
New +$3.56M 0.73% 36
2025
Q1
$3.07M Buy
+47,110
New +$4.42M 0.67% 37
2024
Q2
$2.39M Sell
35,318
-9,949
-22% -$627K 0.6% 42
2024
Q1
$3.81M Sell
45,267
-438,945
-91% -$25.1M 0.51% 47
2023
Q4
$82M Buy
484,212
+33,288
+7% +$1.76M 0.87% 49
2023
Q3
$80.2M Buy
450,924
+430,596
+2,118% +$22.9M 0.88% 48
2023
Q2
$5.99K Buy
20,328
+54
+0.3% +$2.72K 0.02% 447
2023
Q1
$1.21K Buy
20,274
+15,126
+294% +$718K 0.04% 343
2022
Q4
$7.44K Sell
5,148
-2,835
-36% -$135K 0.04% 338
2022
Q3
$376 Sell
7,983
-11,286
-59% -$494K 0.01% 432
2022
Q2
$805 Buy
19,269
+10,605
+122% +$489K 0.03% 339
2022
Q1
$440 Sell
8,664
-7,920
-48% -$372K 0.01% 423
2021
Q4
$897 Buy
16,584
+5,748
+53% +$274K 0.02% 399
2021
Q3
$641K Sell
10,836
-12,696
-54% -$612K 0.3% 62
2021
Q2
$1.24M Buy
23,532
+3,033
+15% +$141K 0.44% 57
2021
Q1
$9.45K Buy
20,499
+9,069
+79% +$420K 0.19% 93
2020
Q4
$547K Buy
+11,430
New +$555K 0.5% 55
2020
Q2
Sell
-3,618
Closed -$24.8K 937
2020
Q1
$24.8K Buy
3,618
+3,087
+581% +$119K 0.08% 110
2019
Q4
$125K Sell
531
-135
-20% -$5.36K 0.09% 240
2019
Q3
$26K Sell
666
-87
-12% -$3.28K 0.02% 413
2019
Q2
$28K Sell
753
-333
-31% -$11.5K 0.02% 432
2019
Q1
$35K Buy
+1,086
New +$35.2K 0.03% 375
2018
Q3
$87K Sell
2,583
-423
-14% -$12.9K 0.09% 227
2018
Q2
$90K Buy
3,006
+936
+45% +$26.6K 0.08% 228
2018
Q1
$60K Buy
+2,070
New +$66.6K 0.06% 264

Other funds holding WMT