GHP Investment Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Sell |
168,340
-3,413
| -2% | -$334K | 0.73% | 38 |
|
|
2025
Q1 | $15.1M | Sell |
171,753
-1,983
| -1% | -$174K | 0.72% | 34 |
|
|
2024
Q4 | $15.7M | Sell |
173,736
-3,592
| -2% | -$325K | 0.73% | 34 |
|
|
2024
Q3 | $14.3M | Buy |
177,328
+648
| +0.4% | +$52.3K | 0.66% | 40 |
|
|
2024
Q2 | $12M | Buy |
176,680
+3,686
| +2% | +$250K | 0.6% | 50 |
|
|
2024
Q1 | $10.4M | Buy |
172,994
+593
| +0.3% | +$35.7K | 0.52% | 62 |
|
|
2023
Q4 | $9.06M | Buy |
172,401
+3,069
| +2% | +$161K | 0.49% | 65 |
|
|
2023
Q3 | $9.02M | Buy |
169,332
+795
| +0.5% | +$42.4K | 0.55% | 54 |
|
|
2023
Q2 | $9.06M | Buy |
168,537
+2,136
| +1% | +$115K | 0.53% | 56 |
|
|
2023
Q1 | $8.18M | Buy |
166,401
+5,517
| +3% | +$271K | 0.52% | 60 |
|
|
2022
Q4 | $7.6M | Buy |
160,884
+8,097
| +5% | +$383K | 0.51% | 58 |
|
|
2022
Q3 | $6.61M | Buy |
152,787
+6,978
| +5% | +$302K | 0.51% | 60 |
|
|
2022
Q2 | $5.91M | Buy |
145,809
+1,314
| +0.9% | +$53.3K | 0.44% | 82 |
|
|
2022
Q1 | $7.17M | Buy |
144,495
+9,513
| +7% | +$472K | 0.47% | 66 |
|
|
2021
Q4 | $6.51M | Buy |
134,982
+9,480
| +8% | +$457K | 0.46% | 79 |
|
|
2021
Q3 | $5.83M | Buy |
125,502
+7,221
| +6% | +$335K | 0.46% | 85 |
|
|
2021
Q2 | $5.56M | Buy |
118,281
+11,256
| +11% | +$529K | 0.45% | 86 |
|
|
2021
Q1 | $4.85M | Buy |
107,025
+9,681
| +10% | +$438K | 0.42% | 87 |
|
|
2020
Q4 | $4.68M | Buy |
97,344
+2,418
| +3% | +$116K | 0.45% | 84 |
|
|
2020
Q3 | $4.43M | Buy |
94,926
+3,663
| +4% | +$171K | 0.5% | 71 |
|
|
2020
Q2 | $3.64M | Buy |
91,263
+9,513
| +12% | +$380K | 0.45% | 78 |
|
|
2020
Q1 | $3.1M | Buy |
81,750
+3,450
| +4% | +$131K | 0.47% | 78 |
|
|
2019
Q4 | $3.1M | Buy |
78,300
+1,224
| +2% | +$48.5K | 0.33% | 93 |
|
|
2019
Q3 | $3.05M | Sell |
77,076
-8,376
| -10% | -$331K | 0.38% | 85 |
|
|
2019
Q2 | $3.15M | Buy |
85,452
+1,368
| +2% | +$50.4K | 0.38% | 90 |
|
|
2019
Q1 | $2.73M | Buy |
84,084
+5,574
| +7% | +$181K | 0.35% | 97 |
|
|
2018
Q4 | $2.44M | Buy |
78,510
+9,816
| +14% | +$305K | 0.37% | 90 |
|
|
2018
Q3 | $2.15M | Buy |
68,694
+3,072
| +5% | +$96.1K | 0.29% | 111 |
|
|
2018
Q2 | $1.87M | Buy |
65,622
+5,190
| +9% | +$148K | 0.26% | 115 |
|
|
2018
Q1 | $1.79M | Buy |
60,432
+4,290
| +8% | +$127K | 0.25% | 122 |
|
|
2017
Q4 | $1.85M | Buy |
56,142
+5,334
| +10% | +$176K | 0.26% | 119 |
|
|
2017
Q3 | $1.32M | Buy |
50,808
+2,856
| +6% | +$74.4K | 0.2% | 142 |
|
|
2017
Q2 | $1.21M | Sell |
47,952
-1,695
| -3% | -$42.8K | 0.19% | 151 |
|
|
2017
Q1 | $1.19M | Sell |
49,647
-6,525
| -12% | -$157K | 0.2% | 144 |
|
|
2016
Q4 | $1.29M | Buy |
56,172
+942
| +2% | +$21.7K | 0.24% | 121 |
|
|
2016
Q3 | $1.33M | Buy |
55,230
+438
| +0.8% | +$10.5K | 0.27% | 111 |
|
|
2016
Q2 | $1.33M | Buy |
54,792
+2,586
| +5% | +$63K | 0.29% | 101 |
|
|
2016
Q1 | $1.19M | Sell |
52,206
-1,749
| -3% | -$39.9K | 0.27% | 101 |
|
|
2015
Q4 | $1.1M | Sell |
53,955
-4,671
| -8% | -$95.4K | 0.27% | 102 |
|
|
2015
Q3 | $1.27M | Buy |
58,626
+21
| +0% | +$454 | 0.33% | 89 |
|
|
2015
Q2 | $1.4M | Buy |
58,605
+564
| +1% | +$13.5K | 0.35% | 76 |
|
|
2015
Q1 | $1.59M | Buy |
58,041
+972
| +2% | +$26.6K | 0.42% | 59 |
|
|
2014
Q4 | $1.63M | Buy |
57,069
+1,995
| +4% | +$57.1K | 0.45% | 51 |
|
|
2014
Q3 | $1.4M | Buy |
55,074
+12
| +0% | +$306 | 0.41% | 55 |
|
|
2014
Q2 | $1.38M | Buy |
55,062
+627
| +1% | +$15.7K | 0.41% | 54 |
|
|
2014
Q1 | $1.39M | Sell |
54,435
-21
| -0% | -$535 | 0.44% | 43 |
|
|
2013
Q4 | $1.43M | Sell |
54,456
-267
| -0.5% | -$7K | 0.47% | 40 |
|
|
2013
Q3 | $1.35M | Buy |
54,723
+987
| +2% | +$24.3K | 0.49% | 38 |
|
|
2013
Q2 | $1.33M | Buy |
+53,736
| New | +$1.33M | 0.53% | 38 |
|