Granite Bay Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,436
| Closed | -$220K | – | 78 |
|
|
2024
Q4 | $220K | Buy |
+2,436
| New | +$220K | 0.08% | 70 |
|
|
2024
Q1 | – | Sell |
-196,560
| Closed | -$10.4M | – | 292 |
|
|
2023
Q4 | $10.4M | Hold |
196,560
| – | – | 0.09% | 78 |
|
|
2023
Q3 | $10.5M | Buy |
+196,560
| New | +$10.5M | 0.1% | 80 |
|
|
2022
Q2 | – | Sell |
-4,170
| Closed | -$207K | – | 64 |
|
|
2022
Q1 | $207K | Sell |
4,170
-150
| -3% | -$7.45K | 0.17% | 60 |
|
|
2021
Q4 | $208K | Buy |
+4,320
| New | +$208K | 0.21% | 59 |
|