GGM Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $600K | Buy |
6,296
+53
| +0.8% | +$5.05K | 0.33% | 64 |
|
|
2024
Q4 | $565K | Sell |
6,243
-5,280
| -46% | -$478K | 0.3% | 69 |
|
|
2024
Q3 | $931K | Buy |
11,523
+21
| +0.2% | +$1.7K | 0.4% | 53 |
|
|
2024
Q2 | $779K | Buy |
11,502
+10
| +0.1% | +$677 | 0.36% | 57 |
|
|
2024
Q1 | $687K | Sell |
11,492
-1,084
| -9% | -$64.8K | 0.32% | 58 |
|
|
2023
Q4 | $689K | Buy |
12,576
+84
| +0.7% | +$4.6K | 0.28% | 67 |
|
|
2023
Q3 | $666K | Buy |
12,492
+21
| +0.2% | +$1.12K | 0.29% | 63 |
|
|
2023
Q2 | $643K | Buy |
+12,471
| New | +$643K | 0.26% | 70 |
|
|
2023
Q1 | – | Sell |
-12,429
| Closed | -$608K | – | 135 |
|
|
2022
Q4 | $608K | Buy |
12,429
+18
| +0.1% | +$881 | 0.31% | 65 |
|
|
2022
Q3 | $579K | Buy |
12,411
+24
| +0.2% | +$1.12K | 0.31% | 64 |
|
|
2022
Q2 | $516K | Buy |
12,387
+24
| +0.2% | +$1K | 0.29% | 69 |
|
|
2022
Q1 | $649K | Buy |
12,363
+6,828
| +123% | +$358K | 0.33% | 63 |
|
|
2021
Q4 | $266K | Buy |
5,535
+21
| +0.4% | +$1.01K | 0.21% | 81 |
|
|
2021
Q3 | $275K | Buy |
5,514
+18
| +0.3% | +$898 | 0.22% | 78 |
|
|
2021
Q2 | $259K | Buy |
5,496
+21
| +0.4% | +$990 | 0.22% | 76 |
|
|
2021
Q1 | $255K | Buy |
5,475
+21
| +0.4% | +$978 | 0.2% | 73 |
|
|
2020
Q4 | $268K | Buy |
+5,454
| New | +$268K | 0.26% | 57 |
|