GIA
Goodwin Investment Advisory’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+2,365
| New | +$231K | 0.27% | 22 |
|
|
2022
Q2 | – | Sell |
-238
| Closed | -$35K | – | 235 |
|
|
2022
Q1 | $35K | Sell |
238
-93
| -28% | -$13.7K | 0.02% | 101 |
|
|
2021
Q4 | $48K | Hold |
331
| – | – | 0.04% | 79 |
|
|
2021
Q3 | $46K | Sell |
331
-281
| -46% | -$39.1K | 0.04% | 74 |
|
|
2021
Q2 | $115K | Buy |
612
+272
| +80% | +$51.1K | 0.13% | 37 |
|
|
2021
Q1 | $46K | Buy |
+340
| New | +$46K | 0.05% | 79 |
|