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