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 |
|