GM Advisory Group’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.07M Buy
31,425
+21,421
+214% +$2.09M 0.15% 71
2025
Q1
$878K Buy
10,004
+619
+7% +$54.3K 0.05% 141
2024
Q4
$848K Buy
9,385
+1,399
+18% +$126K 0.05% 133
2024
Q3
$645K Buy
7,986
+1,940
+32% +$157K 0.04% 148
2024
Q2
$409K Buy
6,046
+13
+0.2% +$880 0.03% 167
2024
Q1
$363K Buy
6,033
+141
+2% +$8.48K 0.03% 172
2023
Q4
$310K Buy
5,892
+30
+0.5% +$1.58K 0.02% 171
2023
Q3
$313K Buy
5,862
+867
+17% +$46.2K 0.03% 156
2023
Q2
$262K Sell
4,995
-138
-3% -$7.23K 0.02% 165
2023
Q1
$252K Buy
5,133
+195
+4% +$9.58K 0.02% 166
2022
Q4
$233K Hold
4,938
0.02% 159
2022
Q3
$213K Buy
+4,938
New +$213K 0.03% 167
2015
Q1
Sell
-8,010
Closed -$229K 75
2014
Q4
$229K Buy
+8,010
New +$229K 0.12% 60
2014
Q3
Sell
-8,967
Closed -$224K 90
2014
Q2
$224K Sell
8,967
-1,326
-13% -$33.1K 0.19% 64
2014
Q1
$268K Sell
10,293
-600
-6% -$15.6K 0.21% 55
2013
Q4
$286K Buy
+10,893
New +$286K 0.29% 43