Galvin Gaustad & Stein’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$708K Sell
7,238
-285
-4% -$27.9K 0.06% 122
2025
Q1
$660K Sell
7,523
-878
-10% -$77.1K 0.06% 114
2024
Q4
$759K Sell
8,401
-150
-2% -$13.6K 0.07% 108
2024
Q3
$690K Sell
8,551
-426
-5% -$34.4K 0.06% 110
2024
Q2
$608K Sell
8,977
-1,266
-12% -$85.7K 0.06% 116
2024
Q1
$616K Sell
10,243
-479
-4% -$28.8K 0.06% 110
2023
Q4
$563K Hold
10,722
0.05% 112
2023
Q3
$572K Sell
10,722
-399
-4% -$21.3K 0.06% 108
2023
Q2
$583K Buy
11,121
+219
+2% +$11.5K 0.06% 112
2023
Q1
$536K Sell
10,902
-525
-5% -$25.8K 0.05% 112
2022
Q4
$540K Sell
11,427
-783
-6% -$37K 0.05% 113
2022
Q3
$528K Sell
12,210
-1,950
-14% -$84.3K 0.06% 109
2022
Q2
$574K Sell
14,160
-123,645
-90% -$5.01M 0.06% 112
2022
Q1
$6.84M Sell
137,805
-10,644
-7% -$528K 0.62% 60
2021
Q4
$7.16M Buy
148,449
+3,390
+2% +$164K 0.62% 59
2021
Q3
$6.74M Sell
145,059
-66
-0% -$3.07K 0.65% 54
2021
Q2
$6.82M Sell
145,125
-1,941
-1% -$91.2K 0.65% 57
2021
Q1
$6.66M Sell
147,066
-4,824
-3% -$218K 0.67% 56
2020
Q4
$7.3M Buy
+151,890
New +$7.3M 0.77% 51