Gradient Investments’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.8M | Sell |
396,702
-11,227
| -3% | -$1.1M | 0.71% | 42 |
|
|
2025
Q1 | $35.8M | Buy |
407,929
+51,647
| +14% | +$4.53M | 0.72% | 46 |
|
|
2024
Q4 | $32.2M | Sell |
356,282
-37,231
| -9% | -$3.36M | 0.65% | 43 |
|
|
2024
Q3 | $31.8M | Sell |
393,513
-9,087
| -2% | -$734K | 0.66% | 52 |
|
|
2024
Q2 | $27.3M | Buy |
402,600
+20,225
| +5% | +$1.37M | 0.61% | 52 |
|
|
2024
Q1 | $23M | Buy |
382,375
+34,081
| +10% | +$2.05M | 0.53% | 53 |
|
|
2023
Q4 | $18.3M | Buy |
348,294
+36,270
| +12% | +$1.91M | 0.44% | 68 |
|
|
2023
Q3 | $16.6M | Buy |
312,024
+23,175
| +8% | +$1.24M | 0.44% | 66 |
|
|
2023
Q2 | $15.1M | Buy |
288,849
+4,509
| +2% | +$236K | 0.39% | 90 |
|
|
2023
Q1 | $14M | Buy |
284,340
+71,031
| +33% | +$3.49M | 0.38% | 91 |
|
|
2022
Q4 | $10.1M | Sell |
213,309
-324,426
| -60% | -$15.3M | 0.32% | 103 |
|
|
2022
Q3 | $23.2M | Buy |
537,735
+9,735
| +2% | +$421K | 0.71% | 27 |
|
|
2022
Q2 | $21.4M | Sell |
528,000
-37,107
| -7% | -$1.5M | 0.62% | 28 |
|
|
2022
Q1 | $28.1M | Sell |
565,107
-1,170
| -0.2% | -$58.1K | 0.72% | 31 |
|
|
2021
Q4 | $27.3M | Buy |
566,277
+33,567
| +6% | +$1.62M | 0.69% | 30 |
|
|
2021
Q3 | $24.8M | Buy |
532,710
+123,897
| +30% | +$5.76M | 0.69% | 28 |
|
|
2021
Q2 | $19.2M | Buy |
408,813
+16,590
| +4% | +$780K | 0.56% | 37 |
|
|
2021
Q1 | $17.8M | Buy |
392,223
+77,730
| +25% | +$3.52M | 0.58% | 35 |
|
|
2020
Q4 | $14.7M | Sell |
314,493
-3,648
| -1% | -$170K | 0.62% | 35 |
|
|
2020
Q3 | $14.8M | Buy |
318,141
+15,864
| +5% | +$740K | 0.62% | 35 |
|
|
2020
Q2 | $12.1M | Sell |
302,277
-42,846
| -12% | -$1.71M | 0.55% | 46 |
|
|
2020
Q1 | $13.1M | Buy |
345,123
+275,502
| +396% | +$10.4M | 0.7% | 25 |
|
|
2019
Q4 | $2.76M | Buy |
69,621
+11,292
| +19% | +$447K | 0.12% | 116 |
|
|
2019
Q3 | $2.31M | Buy |
58,329
+13,602
| +30% | +$538K | 0.11% | 119 |
|
|
2019
Q2 | $1.65M | Buy |
44,727
+30,783
| +221% | +$1.13M | 0.08% | 140 |
|
|
2019
Q1 | $453K | Buy |
13,944
+4,881
| +54% | +$159K | 0.03% | 191 |
|
|
2018
Q4 | $281K | Buy |
9,063
+3,504
| +63% | +$109K | 0.02% | 209 |
|
|
2018
Q3 | $174K | Sell |
5,559
-603
| -10% | -$18.9K | 0.01% | 242 |
|
|
2018
Q2 | $176K | Buy |
6,162
+615
| +11% | +$17.6K | 0.01% | 235 |
|
|
2018
Q1 | $165K | Buy |
5,547
+831
| +18% | +$24.7K | 0.01% | 239 |
|
|
2017
Q4 | $155K | Buy |
+4,716
| New | +$155K | 0.01% | 257 |
|
|
2017
Q3 | – | Sell |
-3,477
| Closed | -$88K | – | 721 |
|
|
2017
Q2 | $88K | Buy |
3,477
+90
| +3% | +$2.28K | 0.01% | 268 |
|
|
2017
Q1 | $81K | Buy |
3,387
+1,935
| +133% | +$46.3K | 0.01% | 276 |
|
|
2016
Q4 | $33K | Sell |
1,452
-18
| -1% | -$409 | ﹤0.01% | 304 |
|
|
2016
Q3 | $35K | Buy |
1,470
+333
| +29% | +$7.93K | ﹤0.01% | 296 |
|
|
2016
Q2 | $28K | Sell |
1,137
-2,955
| -72% | -$72.8K | ﹤0.01% | 315 |
|
|
2016
Q1 | $93K | Sell |
4,092
-48
| -1% | -$1.09K | 0.01% | 214 |
|
|
2015
Q4 | $85K | Sell |
4,140
-1,119
| -21% | -$23K | 0.01% | 216 |
|
|
2015
Q3 | $114K | Buy |
5,259
+153
| +3% | +$3.32K | 0.02% | 190 |
|
|
2015
Q2 | $121K | Buy |
5,106
+453
| +10% | +$10.7K | 0.02% | 190 |
|
|
2015
Q1 | $128K | Buy |
4,653
+936
| +25% | +$25.7K | 0.02% | 184 |
|
|
2014
Q4 | $106K | Buy |
3,717
+102
| +3% | +$2.91K | 0.02% | 187 |
|
|
2014
Q3 | $92K | Buy |
3,615
+633
| +21% | +$16.1K | 0.02% | 179 |
|
|
2014
Q2 | $75K | Sell |
2,982
-180
| -6% | -$4.53K | 0.01% | 192 |
|
|
2014
Q1 | $81K | Buy |
3,162
+330
| +12% | +$8.45K | 0.02% | 178 |
|
|
2013
Q4 | $74K | Buy |
2,832
+72
| +3% | +$1.88K | 0.02% | 199 |
|
|
2013
Q3 | $68K | Hold |
2,760
| – | – | 0.02% | 166 |
|
|
2013
Q2 | $69K | Buy |
+2,760
| New | +$69K | 0.03% | 170 |
|