GA
Geller Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.1M | Buy |
12,170
+489
| +4% | +$44.3K | 0.07% | 62 |
|
|
2024
Q3 | $943K | Buy |
11,681
+793
| +7% | +$64K | 0.07% | 78 |
|
|
2024
Q2 | $737K | Buy |
10,888
+2,905
| +36% | +$197K | 0.05% | 102 |
|
|
2024
Q1 | $482K | Buy |
7,983
+6,397
| +403% | +$386K | 0.04% | 149 |
|
|
2023
Q4 | $251K | Sell |
1,586
-33
| -2% | -$5.22K | 0.02% | 229 |
|
|
2023
Q3 | $259K | Sell |
1,619
-62
| -4% | -$9.92K | 0.03% | 211 |
|
|
2023
Q2 | $264K | Sell |
1,681
-362
| -18% | -$56.9K | 0.03% | 208 |
|
|
2023
Q1 | $302K | Buy |
2,043
+366
| +22% | +$54.2K | 0.04% | 118 |
|
|
2022
Q4 | $239K | Buy |
+1,677
| New | +$239K | 0.04% | 129 |
|
|
2022
Q2 | – | Sell |
-2,262
| Closed | -$338K | – | 174 |
|
|
2022
Q1 | $338K | Buy |
2,262
+724
| +47% | +$108K | 0.06% | 91 |
|
|
2021
Q4 | $223K | Sell |
1,538
-4
| -0.3% | -$580 | 0.04% | 160 |
|
|
2021
Q3 | $215K | Buy |
1,542
+35
| +2% | +$4.88K | 0.05% | 144 |
|
|
2021
Q2 | $213K | Sell |
1,507
-4
| -0.3% | -$565 | 0.05% | 128 |
|
|
2021
Q1 | $206K | Buy |
1,511
+48
| +3% | +$6.54K | 0.05% | 119 |
|
|
2020
Q4 | $209K | Hold |
1,463
| – | – | 0.05% | 108 |
|
|
2020
Q3 | $205K | Buy |
+1,463
| New | +$205K | 0.06% | 79 |
|