Gladstone Institutional Advisory’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.12M | Buy |
93,261
+11,532
| +14% | +$1.13M | 0.38% | 54 |
|
|
2025
Q1 | $7.17M | Sell |
81,729
-10,120
| -11% | -$888K | 0.33% | 72 |
|
|
2024
Q4 | $8.3M | Buy |
91,849
+6,857
| +8% | +$620K | 0.38% | 55 |
|
|
2024
Q3 | $6.86M | Sell |
84,992
-6,418
| -7% | -$518K | 0.34% | 74 |
|
|
2024
Q2 | $6.19M | Buy |
91,410
+5,145
| +6% | +$348K | 0.32% | 78 |
|
|
2024
Q1 | $5.19M | Buy |
86,265
+2,796
| +3% | +$168K | 0.28% | 93 |
|
|
2023
Q4 | $4.39M | Buy |
83,469
+1,056
| +1% | +$55.5K | 0.25% | 107 |
|
|
2023
Q3 | $4.39M | Buy |
82,413
+2,787
| +4% | +$149K | 0.28% | 91 |
|
|
2023
Q2 | $4.17M | Sell |
79,626
-396
| -0.5% | -$20.7K | 0.25% | 104 |
|
|
2023
Q1 | $3.93M | Buy |
80,022
+22,119
| +38% | +$1.09M | 0.25% | 110 |
|
|
2022
Q4 | $2.74M | Sell |
57,903
-8,646
| -13% | -$409K | 0.19% | 153 |
|
|
2022
Q3 | $2.88M | Sell |
66,549
-21,660
| -25% | -$936K | 0.22% | 111 |
|
|
2022
Q2 | $3.58M | Buy |
88,209
+25,212
| +40% | +$1.02M | 0.28% | 83 |
|
|
2022
Q1 | $3.13M | Sell |
62,997
-31,542
| -33% | -$1.57M | 0.21% | 124 |
|
|
2021
Q4 | $4.56M | Buy |
94,539
+39,417
| +72% | +$1.9M | 0.35% | 78 |
|
|
2021
Q3 | $2.56M | Buy |
55,122
+29,160
| +112% | +$1.35M | 0.25% | 115 |
|
|
2021
Q2 | $1.22M | Buy |
25,962
+6,507
| +33% | +$306K | 0.14% | 167 |
|
|
2021
Q1 | $881K | Buy |
19,455
+6,477
| +50% | +$293K | 0.14% | 163 |
|
|
2020
Q4 | $624K | Sell |
12,978
-6,666
| -34% | -$321K | 0.12% | 144 |
|
|
2020
Q3 | $916K | Buy |
19,644
+1,629
| +9% | +$76K | 0.22% | 105 |
|
|
2020
Q2 | $719K | Buy |
18,015
+6,225
| +53% | +$248K | 0.18% | 107 |
|
|
2020
Q1 | $447K | Buy |
11,790
+4,566
| +63% | +$173K | 0.12% | 149 |
|
|
2019
Q4 | $286K | Sell |
7,224
-4,008
| -36% | -$159K | 0.07% | 197 |
|
|
2019
Q3 | $444K | Sell |
11,232
-945
| -8% | -$37.4K | 0.11% | 160 |
|
|
2019
Q2 | $448K | Buy |
12,177
+4,236
| +53% | +$156K | 0.14% | 151 |
|
|
2019
Q1 | $258K | Buy |
7,941
+33
| +0.4% | +$1.07K | 0.09% | 167 |
|
|
2018
Q4 | $246K | Buy |
+7,908
| New | +$246K | 0.14% | 146 |
|