Geneos Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.41M | Sell |
86,035
-67,903
| -44% | -$6.64M | 0.21% | 127 |
|
|
2025
Q1 | $13.5M | Buy |
153,938
+92,386
| +150% | +$8.11M | 0.19% | 129 |
|
|
2024
Q4 | $5.56M | Sell |
61,552
-8,751
| -12% | -$791K | 0.19% | 117 |
|
|
2024
Q3 | $5.68M | Buy |
70,303
+12,349
| +21% | +$997K | 0.22% | 109 |
|
|
2024
Q2 | $3.92M | Sell |
57,954
-2,275
| -4% | -$154K | 0.17% | 132 |
|
|
2024
Q1 | $3.62M | Buy |
60,229
+4,582
| +8% | +$276K | 0.17% | 154 |
|
|
2023
Q4 | $2.92M | Sell |
55,647
-1,278
| -2% | -$67.2K | 0.14% | 171 |
|
|
2023
Q3 | $3.03M | Buy |
56,925
+381
| +0.7% | +$20.3K | 0.16% | 161 |
|
|
2023
Q2 | $2.96M | Sell |
56,544
-174
| -0.3% | -$9.12K | 0.16% | 159 |
|
|
2023
Q1 | $2.79M | Sell |
56,718
-543
| -0.9% | -$26.7K | 0.17% | 155 |
|
|
2022
Q4 | $2.71M | Buy |
57,261
+6,810
| +13% | +$322K | 0.16% | 147 |
|
|
2022
Q3 | $2.18M | Sell |
50,451
-79,839
| -61% | -$3.45M | 0.15% | 149 |
|
|
2022
Q2 | $5.33M | Buy |
130,290
+1,233
| +1% | +$50.4K | 0.26% | 94 |
|
|
2022
Q1 | $6.41M | Sell |
129,057
-14,097
| -10% | -$700K | 0.28% | 77 |
|
|
2021
Q4 | $6.9M | Sell |
143,154
-6,588
| -4% | -$318K | 0.26% | 88 |
|
|
2021
Q3 | $6.84M | Buy |
149,742
+8,754
| +6% | +$400K | 0.26% | 77 |
|
|
2021
Q2 | $6.58M | Sell |
140,988
-42,639
| -23% | -$1.99M | 0.26% | 85 |
|
|
2021
Q1 | $8.56M | Sell |
183,627
-4,470
| -2% | -$208K | 0.24% | 98 |
|
|
2020
Q4 | $6.82M | Buy |
188,097
+46,485
| +33% | +$1.69M | 0.27% | 81 |
|
|
2020
Q3 | $6.48M | Buy |
141,612
+2,130
| +2% | +$97.5K | 0.34% | 67 |
|
|
2020
Q2 | $5.5M | Buy |
139,482
+132
| +0.1% | +$5.21K | 0.31% | 75 |
|
|
2020
Q1 | $5.09M | Sell |
139,350
-171
| -0.1% | -$6.25K | 0.34% | 66 |
|
|
2019
Q4 | $5.56M | Buy |
139,521
+23,448
| +20% | +$935K | 0.3% | 92 |
|
|
2019
Q3 | $4.58M | Buy |
116,073
+561
| +0.5% | +$22.2K | 0.27% | 99 |
|
|
2019
Q2 | $4.25M | Sell |
115,512
-1,152
| -1% | -$42.4K | 0.26% | 103 |
|
|
2019
Q1 | $3.79M | Sell |
116,664
-17,616
| -13% | -$573K | 0.25% | 110 |
|
|
2018
Q4 | $4.12M | Sell |
134,280
-11,895
| -8% | -$365K | 0.31% | 86 |
|
|
2018
Q3 | $4.58M | Sell |
146,175
-145,233
| -50% | -$4.55M | 0.3% | 88 |
|
|
2018
Q2 | $8.32M | Sell |
291,408
-2,820
| -1% | -$80.5K | 0.65% | 26 |
|
|
2018
Q1 | $8.73M | Buy |
294,228
+16,251
| +6% | +$482K | 0.76% | 21 |
|
|
2017
Q4 | $9.15M | Buy |
277,977
+7,986
| +3% | +$263K | 0.82% | 20 |
|
|
2017
Q3 | $7.04M | Sell |
269,991
-7,485
| -3% | -$195K | 0.7% | 27 |
|
|
2017
Q2 | $7.02M | Buy |
277,476
+27,327
| +11% | +$691K | 0.72% | 29 |
|
|
2017
Q1 | $6.03M | Buy |
250,149
+33,282
| +15% | +$802K | 0.63% | 36 |
|
|
2016
Q4 | $5M | Buy |
216,867
+30,996
| +17% | +$714K | 0.66% | 34 |
|
|
2016
Q3 | $4.48M | Buy |
185,871
+48,159
| +35% | +$1.16M | 0.6% | 38 |
|
|
2016
Q2 | $3.34M | Buy |
137,712
+19,041
| +16% | +$462K | 0.48% | 45 |
|
|
2016
Q1 | $2.73M | Buy |
+118,671
| New | +$2.73M | 0.42% | 51 |
|