Global Retirement Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
+128,050
| New | +$12.5M | 0.31% | 65 |
|
|
2024
Q4 | $10.6M | Buy |
117,509
+18,881
| +19% | +$1.71M | 0.3% | 67 |
|
|
2024
Q3 | $7.96M | Buy |
98,628
+2,652
| +3% | +$214K | 0.24% | 89 |
|
|
2024
Q2 | $6.5M | Buy |
95,976
+23,931
| +33% | +$1.62M | 0.2% | 97 |
|
|
2024
Q1 | $4.33M | Sell |
72,045
-3,741
| -5% | -$225K | 0.16% | 142 |
|
|
2023
Q4 | $4.09M | Buy |
75,786
+13,440
| +22% | +$725K | 0.17% | 129 |
|
|
2023
Q3 | $3.35M | Buy |
62,346
+21
| +0% | +$1.13K | 0.17% | 124 |
|
|
2023
Q2 | $3.27M | Buy |
62,325
+1,029
| +2% | +$53.9K | 0.16% | 132 |
|
|
2023
Q1 | $3.08M | Buy |
61,296
+17,277
| +39% | +$867K | 0.16% | 134 |
|
|
2022
Q4 | $2.08M | Buy |
44,019
+10,863
| +33% | +$513K | 0.14% | 151 |
|
|
2022
Q3 | $1.57M | Buy |
33,156
+2,646
| +9% | +$126K | 0.12% | 180 |
|
|
2022
Q2 | $1.24M | Sell |
30,510
-942
| -3% | -$38.2K | 0.1% | 211 |
|
|
2022
Q1 | $1.3M | Buy |
+31,452
| New | +$1.3M | 0.1% | 206 |
|
|
2021
Q4 | – | Sell |
-72,873
| Closed | -$3.39M | – | 1818 |
|
|
2021
Q3 | $3.39M | Buy |
72,873
+2,772
| +4% | +$129K | 0.33% | 55 |
|
|
2021
Q2 | $3.3M | Buy |
70,101
+4,767
| +7% | +$224K | 0.34% | 55 |
|
|
2021
Q1 | $2.96M | Buy |
65,334
+11,103
| +20% | +$503K | 0.35% | 55 |
|
|
2020
Q4 | $2.61M | Buy |
54,231
+9,927
| +22% | +$477K | 0.33% | 61 |
|
|
2020
Q3 | $2.07M | Buy |
44,304
+1,776
| +4% | +$82.8K | 0.3% | 70 |
|
|
2020
Q2 | $1.7M | Buy |
42,528
+24,366
| +134% | +$973K | 0.27% | 75 |
|
|
2020
Q1 | $688K | Buy |
18,162
+5,394
| +42% | +$204K | 0.13% | 152 |
|
|
2019
Q4 | $506K | Buy |
12,768
+3,000
| +31% | +$119K | 0.08% | 230 |
|
|
2019
Q3 | $386K | Buy |
9,768
+1,896
| +24% | +$74.9K | 0.06% | 255 |
|
|
2019
Q2 | $290K | Buy |
7,872
+1,761
| +29% | +$64.9K | 0.06% | 277 |
|
|
2019
Q1 | $199K | Buy |
6,111
+1,500
| +33% | +$48.8K | 0.05% | 301 |
|
|
2018
Q4 | $143K | Sell |
4,611
-9
| -0.2% | -$279 | 0.04% | 330 |
|
|
2018
Q3 | $145K | Buy |
4,620
+195
| +4% | +$6.12K | 0.03% | 344 |
|
|
2018
Q2 | $126K | Sell |
4,425
-48
| -1% | -$1.37K | 0.03% | 351 |
|
|
2018
Q1 | $133K | Buy |
4,473
+51
| +1% | +$1.52K | 0.04% | 337 |
|
|
2017
Q4 | $146K | Sell |
4,422
-2,520
| -36% | -$83.2K | 0.04% | 298 |
|
|
2017
Q3 | $181K | Buy |
6,942
+3,420
| +97% | +$89.2K | 0.07% | 238 |
|
|
2017
Q2 | $89K | Sell |
3,522
-4,854
| -58% | -$123K | 0.04% | 317 |
|
|
2017
Q1 | $201K | Buy |
8,376
+63
| +0.8% | +$1.51K | 0.11% | 170 |
|
|
2016
Q4 | $191K | Buy |
+8,313
| New | +$191K | 0.13% | 149 |
|