GeoWealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35M | Sell |
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|
2025
Q1 | $4.44M | Sell |
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|
2024
Q4 | $6.34M | Sell |
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|
2024
Q3 | $5.7M | Buy |
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|
2024
Q2 | $4.11M | Buy |
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|
2024
Q1 | $3.03M | Buy |
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|
2023
Q4 | $2M | Buy |
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|
2023
Q3 | $465K | Buy |
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|
2023
Q2 | $440K | Sell |
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|
2023
Q1 | $421K | Sell |
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|
2022
Q4 | $474K | Sell |
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|
2022
Q3 | $614K | Sell |
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|
2022
Q2 | $650K | Buy |
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|
2022
Q1 | $347K | Sell |
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|
2021
Q4 | $457K | Buy |
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|
2021
Q3 | $435K | Sell |
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|
2021
Q2 | $486K | Buy |
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|
2021
Q1 | $413K | Sell |
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|
2020
Q4 | $460K | Buy |
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|
2020
Q3 | $410K | Buy |
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|
2020
Q2 | $264K | Buy |
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