Financial Gravity Asset Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.07M | Buy |
+47,110
| New | +$3.07M | 0.67% | 37 |
|
|
2024
Q2 | $2.39M | Sell |
35,318
-9,949
| -22% | -$674K | 0.6% | 42 |
|
|
2024
Q1 | $3.81M | Sell |
45,267
-438,945
| -91% | -$36.9M | 0.51% | 47 |
|
|
2023
Q4 | $82M | Buy |
484,212
+33,288
| +7% | +$5.64M | 0.87% | 49 |
|
|
2023
Q3 | $80.2M | Buy |
450,924
+430,596
| +2,118% | +$76.6M | 0.88% | 48 |
|
|
2023
Q2 | $5.99K | Buy |
20,328
+54
| +0.3% | +$16 | 0.02% | 447 |
|
|
2023
Q1 | $1.21K | Buy |
20,274
+15,126
| +294% | +$899 | 0.04% | 343 |
|
|
2022
Q4 | $7.44K | Sell |
5,148
-2,835
| -36% | -$4.1K | 0.04% | 338 |
|
|
2022
Q3 | $376 | Sell |
7,983
-11,286
| -59% | -$532 | 0.01% | 432 |
|
|
2022
Q2 | $805 | Buy |
19,269
+10,605
| +122% | +$443 | 0.03% | 339 |
|
|
2022
Q1 | $440 | Sell |
8,664
-7,920
| -48% | -$402 | 0.01% | 423 |
|
|
2021
Q4 | $897 | Buy |
16,584
+5,748
| +53% | +$311 | 0.02% | 399 |
|
|
2021
Q3 | $641K | Sell |
10,836
-12,696
| -54% | -$751K | 0.3% | 62 |
|
|
2021
Q2 | $1.24M | Buy |
23,532
+3,033
| +15% | +$160K | 0.44% | 57 |
|
|
2021
Q1 | $9.45K | Buy |
20,499
+9,069
| +79% | +$4.18K | 0.19% | 93 |
|
|
2020
Q4 | $547K | Buy |
+11,430
| New | +$547K | 0.5% | 55 |
|
|
2020
Q2 | – | Sell |
-3,618
| Closed | -$24.8K | – | 936 |
|
|
2020
Q1 | $24.8K | Buy |
3,618
+3,087
| +581% | +$21.2K | 0.08% | 110 |
|
|
2019
Q4 | $125K | Sell |
531
-135
| -20% | -$31.8K | 0.09% | 240 |
|
|
2019
Q3 | $26K | Sell |
666
-87
| -12% | -$3.4K | 0.02% | 413 |
|
|
2019
Q2 | $28K | Sell |
753
-333
| -31% | -$12.4K | 0.02% | 432 |
|
|
2019
Q1 | $35K | Buy |
+1,086
| New | +$35K | 0.03% | 375 |
|
|
2018
Q3 | $87K | Sell |
2,583
-423
| -14% | -$14.2K | 0.09% | 227 |
|
|
2018
Q2 | $90K | Buy |
3,006
+936
| +45% | +$28K | 0.08% | 228 |
|
|
2018
Q1 | $60K | Buy |
+2,070
| New | +$60K | 0.06% | 264 |
|