Grandview Asset Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
28,205
+1,037
| +4% | +$101K | 0.88% | 24 |
|
|
2025
Q1 | $2.39M | Buy |
27,168
+1,194
| +5% | +$105K | 0.91% | 26 |
|
|
2024
Q4 | $2.35M | Buy |
+25,974
| New | +$2.35M | 0.86% | 27 |
|
|
2024
Q2 | – | Sell |
-25,020
| Closed | -$1.51M | – | 109 |
|
|
2024
Q1 | $1.51M | Buy |
25,020
+423
| +2% | +$25.4K | 0.68% | 35 |
|
|
2023
Q4 | $1.29M | Sell |
24,597
-1,338
| -5% | -$70.3K | 0.68% | 38 |
|
|
2023
Q3 | $1.38M | Buy |
+25,935
| New | +$1.38M | 0.79% | 30 |
|
|
2023
Q2 | – | Sell |
-26,421
| Closed | -$1.3M | – | 119 |
|
|
2023
Q1 | $1.3M | Sell |
26,421
-744
| -3% | -$36.6K | 0.76% | 34 |
|
|
2022
Q4 | $1.28M | Sell |
27,165
-1,767
| -6% | -$83.5K | 0.8% | 32 |
|
|
2022
Q3 | $1.25M | Sell |
28,932
-258
| -0.9% | -$11.2K | 0.8% | 37 |
|
|
2022
Q2 | $1.18M | Sell |
29,190
-3,075
| -10% | -$125K | 0.66% | 43 |
|
|
2022
Q1 | $1.6M | Buy |
32,265
+2,100
| +7% | +$104K | 0.68% | 41 |
|
|
2021
Q4 | $1.46M | Buy |
+30,165
| New | +$1.46M | 0.59% | 45 |
|
|
2021
Q2 | – | Sell |
-22,329
| Closed | -$1.01M | – | 490 |
|
|
2021
Q1 | $1.01M | Sell |
22,329
-441
| -2% | -$20K | 0.54% | 54 |
|
|
2020
Q4 | $1.09M | Buy |
22,770
+585
| +3% | +$28.1K | 0.72% | 45 |
|
|
2020
Q3 | $1.04M | Buy |
22,185
+630
| +3% | +$29.4K | 0.84% | 41 |
|
|
2020
Q2 | $861K | Buy |
+21,555
| New | +$861K | 0.75% | 46 |
|