Gladstone Institutional Advisory’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.1M | Buy |
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|
2025
Q2 | $9.12M | Buy |
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|
2025
Q1 | $7.17M | Sell |
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|
2024
Q4 | $8.3M | Buy |
|
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|
2024
Q3 | $6.86M | Sell |
|
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|
2024
Q2 | $6.19M | Buy |
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|
2024
Q1 | $5.19M | Buy |
|
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|
2023
Q4 | $4.39M | Buy |
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|
2023
Q3 | $4.39M | Buy |
|
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|
2023
Q2 | $4.17M | Sell |
|
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|
2023
Q1 | $3.93M | Buy |
|
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|
2022
Q4 | $2.74M | Sell |
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|
2022
Q3 | $2.88M | Sell |
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|
2022
Q2 | $3.58M | Buy |
|
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|
2022
Q1 | $3.13M | Sell |
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|
2021
Q4 | $4.56M | Buy |
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|
2021
Q3 | $2.56M | Buy |
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|
2021
Q2 | $1.22M | Buy |
|
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|
2021
Q1 | $881K | Buy |
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|
2020
Q4 | $624K | Sell |
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|
2020
Q3 | $916K | Buy |
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|
2020
Q2 | $719K | Buy |
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|
2020
Q1 | $447K | Buy |
|
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|
2019
Q4 | $286K | Sell |
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|
2019
Q3 | $444K | Sell |
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|
2019
Q2 | $448K | Buy |
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|
2019
Q1 | $258K | Buy |
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|
2018
Q4 | $246K | Buy |
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