Grandfield & Dodd’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $742K | Buy |
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|
2025
Q2 | $685K | Sell |
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|
2025
Q1 | $647K | Sell |
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|
2024
Q4 | $676K | Hold |
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|
2024
Q3 | $604K | Sell |
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|
2024
Q2 | $598K | Hold |
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|
2024
Q1 | $531K | Hold |
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|
2023
Q4 | $464K | Hold |
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|
2023
Q3 | $471K | Hold |
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|
2023
Q2 | $462K | Hold |
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|
2023
Q1 | $434K | Hold |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q3 | $380K | Hold |
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|
2022
Q2 | $360K | Hold |
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|
2022
Q1 | $440K | Sell |
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|
2021
Q4 | $460K | Hold |
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|
2021
Q3 | $440K | Buy |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | $250K | Sell |
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|
2020
Q4 | $270K | Buy |
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|
2020
Q3 | $260K | Hold |
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|
2020
Q2 | $220K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $259K | Hold |
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|
2016
Q3 | $270K | Buy |
|