GIM
Generate Investment Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Sell |
188,387
-60,429
| -24% | -$5.91M | 1.02% | 31 |
|
|
2025
Q1 | $21.8M | Buy |
248,816
+153,468
| +161% | +$13.5M | 1.53% | 20 |
|
|
2024
Q4 | $8.61M | Sell |
95,348
-55,033
| -37% | -$4.97M | 0.6% | 58 |
|
|
2024
Q3 | $12.1M | Buy |
150,381
+3,996
| +3% | +$323K | 0.81% | 44 |
|
|
2024
Q2 | $9.91M | Buy |
+146,385
| New | +$9.91M | 0.58% | 50 |
|