Gilbert & Cook’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
22,489
+269
| +1% | +$26.3K | 0.3% | 29 |
|
|
2025
Q1 | $1.95M | Sell |
22,220
-1,777
| -7% | -$156K | 0.28% | 30 |
|
|
2024
Q4 | $2.17M | Sell |
23,997
-1,121
| -4% | -$101K | 0.31% | 30 |
|
|
2024
Q3 | $2.03M | Buy |
25,118
+118
| +0.5% | +$9.53K | 0.28% | 28 |
|
|
2024
Q2 | $1.69M | Sell |
25,000
-1,552
| -6% | -$105K | 0.25% | 30 |
|
|
2024
Q1 | $1.6M | Sell |
26,552
-1
| -0% | -$60 | 0.22% | 41 |
|
|
2023
Q4 | $1.4M | Sell |
26,553
-7,491
| -22% | -$394K | 0.2% | 46 |
|
|
2023
Q3 | $1.81M | Sell |
34,044
-1,146
| -3% | -$61.1K | 0.29% | 30 |
|
|
2023
Q2 | $1.84M | Buy |
35,190
+441
| +1% | +$23.1K | 0.3% | 26 |
|
|
2023
Q1 | $1.71M | Sell |
34,749
-4,902
| -12% | -$241K | 0.29% | 25 |
|
|
2022
Q4 | $1.87M | Buy |
39,651
+369
| +0.9% | +$17.4K | 0.34% | 24 |
|
|
2022
Q3 | $1.84M | Buy |
39,282
+564
| +1% | +$26.5K | 0.41% | 24 |
|
|
2022
Q2 | $1.57M | Buy |
38,718
+1,182
| +3% | +$47.9K | 0.28% | 29 |
|
|
2022
Q1 | $1.86M | Buy |
37,536
+6,807
| +22% | +$338K | 0.3% | 24 |
|
|
2021
Q4 | $1.48M | Buy |
30,729
+348
| +1% | +$16.8K | 0.24% | 29 |
|
|
2021
Q3 | $1.41M | Buy |
30,381
+732
| +2% | +$34K | 0.25% | 31 |
|
|
2021
Q2 | $1.39M | Sell |
29,649
-561
| -2% | -$26.4K | 0.25% | 29 |
|
|
2021
Q1 | $1.37M | Buy |
30,210
+4,005
| +15% | +$181K | 0.27% | 29 |
|
|
2020
Q4 | $1.26M | Buy |
26,205
+447
| +2% | +$21.5K | 0.27% | 29 |
|
|
2020
Q3 | $1.2M | Buy |
25,758
+1,110
| +5% | +$51.8K | 0.28% | 29 |
|
|
2020
Q2 | $984K | Buy |
24,648
+627
| +3% | +$25K | 0.25% | 33 |
|
|
2020
Q1 | $910K | Buy |
24,021
+216
| +0.9% | +$8.18K | 0.27% | 37 |
|
|
2019
Q4 | $943K | Buy |
23,805
+582
| +3% | +$23.1K | 0.23% | 40 |
|
|
2019
Q3 | $919K | Buy |
23,223
+594
| +3% | +$23.5K | 0.26% | 38 |
|
|
2019
Q2 | $833K | Buy |
22,629
+234
| +1% | +$8.61K | 0.24% | 41 |
|
|
2019
Q1 | $728K | Buy |
22,395
+261
| +1% | +$8.48K | 0.22% | 42 |
|
|
2018
Q4 | $687K | Sell |
22,134
-1,533
| -6% | -$47.6K | 0.24% | 43 |
|
|
2018
Q3 | $741K | Buy |
23,667
+333
| +1% | +$10.4K | 0.23% | 43 |
|
|
2018
Q2 | $666K | Buy |
23,334
+798
| +4% | +$22.8K | 0.22% | 43 |
|
|
2018
Q1 | $668K | Buy |
22,536
+1,629
| +8% | +$48.3K | 0.23% | 42 |
|
|
2017
Q4 | $688K | Sell |
20,907
-90
| -0.4% | -$2.96K | 0.24% | 38 |
|
|
2017
Q3 | $547K | Sell |
20,997
-9,717
| -32% | -$253K | 0.2% | 39 |
|
|
2017
Q2 | $775K | Buy |
30,714
+9,987
| +48% | +$252K | 0.27% | 37 |
|
|
2017
Q1 | $498K | Buy |
20,727
+810
| +4% | +$19.5K | 0.21% | 39 |
|
|
2016
Q4 | $459K | Buy |
+19,917
| New | +$459K | 0.2% | 40 |
|