Geller Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $943K | Buy |
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|
2024
Q2 | $737K | Buy |
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|
2024
Q1 | $482K | Buy |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $239K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $338K | Buy |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q2 | $213K | Sell |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q4 | $209K | Hold |
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|
2020
Q3 | $205K | Buy |
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