Gentry Private Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $651K | Buy |
6,656
+3
| +0% | +$293 | 0.5% | 32 |
|
2025
Q1 | $584K | Buy |
+6,653
| New | +$584K | 0.48% | 35 |
|
2024
Q4 | – | Sell |
-8,373
| Closed | -$676K | – | 86 |
|
2024
Q3 | $676K | Sell |
8,373
-283
| -3% | -$22.9K | 0.55% | 30 |
|
2024
Q2 | $586K | Buy |
+8,656
| New | +$586K | 0.52% | 29 |
|