Global Wealth Management Investment 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 | $4.64M | Sell |
47,453
-2,225
| -4% | -$218K | 0.87% | 38 |
|
|
2025
Q1 | $4.36M | Sell |
49,678
-12,113
| -20% | -$1.06M | 0.87% | 41 |
|
|
2024
Q4 | $5.58M | Sell |
61,791
-2,374
| -4% | -$214K | 1.15% | 20 |
|
|
2024
Q3 | $5.18M | Sell |
64,165
-3,666
| -5% | -$296K | 1.12% | 25 |
|
|
2024
Q2 | $4.59M | Buy |
67,831
+1,692
| +3% | +$115K | 1.07% | 29 |
|
|
2024
Q1 | $3.98M | Buy |
66,139
+121
| +0.2% | +$7.28K | 0.97% | 34 |
|
|
2023
Q4 | $3.47M | Sell |
66,018
-3,324
| -5% | -$175K | 0.89% | 37 |
|
|
2023
Q3 | $3.7M | Sell |
69,342
-945
| -1% | -$50.4K | 1.04% | 25 |
|
|
2023
Q2 | $3.68M | Sell |
70,287
-402
| -0.6% | -$21.1K | 1.01% | 29 |
|
|
2023
Q1 | $3.47M | Buy |
70,689
+2,178
| +3% | +$107K | 1.05% | 32 |
|
|
2022
Q4 | $3.24M | Buy |
68,511
+19,068
| +39% | +$901K | 1.05% | 34 |
|
|
2022
Q3 | $2.14M | Buy |
49,443
+1,674
| +4% | +$72.4K | 0.76% | 48 |
|
|
2022
Q2 | $1.94M | Buy |
47,769
+3,555
| +8% | +$144K | 0.65% | 57 |
|
|
2022
Q1 | $2.2M | Buy |
44,214
+2,460
| +6% | +$122K | 0.65% | 56 |
|
|
2021
Q4 | $2.01M | Buy |
41,754
+1,335
| +3% | +$64.4K | 0.61% | 57 |
|
|
2021
Q3 | $1.88M | Sell |
40,419
-1,179
| -3% | -$54.8K | 0.59% | 61 |
|
|
2021
Q2 | $1.96M | Buy |
41,598
+1,887
| +5% | +$88.7K | 0.65% | 56 |
|
|
2021
Q1 | $1.8M | Buy |
39,711
+8,508
| +27% | +$385K | 0.65% | 52 |
|
|
2020
Q4 | $1.5M | Buy |
31,203
+207
| +0.7% | +$9.94K | 0.58% | 64 |
|
|
2020
Q3 | $1.45M | Sell |
30,996
-2,580
| -8% | -$120K | 0.63% | 59 |
|
|
2020
Q2 | $1.34M | Buy |
33,576
+1,641
| +5% | +$65.5K | 0.57% | 63 |
|
|
2020
Q1 | $1.21M | Sell |
31,935
-3,276
| -9% | -$124K | 0.61% | 59 |
|
|
2019
Q4 | $1.4M | Sell |
35,211
-13,608
| -28% | -$539K | 0.59% | 60 |
|
|
2019
Q3 | $1.93M | Buy |
48,819
+1,587
| +3% | +$62.8K | 0.88% | 44 |
|
|
2019
Q2 | $1.74M | Buy |
47,232
+3,006
| +7% | +$111K | 0.84% | 44 |
|
|
2019
Q1 | $1.44M | Buy |
44,226
+15,789
| +56% | +$513K | 0.75% | 51 |
|
|
2018
Q4 | $883K | Buy |
+28,437
| New | +$883K | 0.51% | 65 |
|