Grassi Investment Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.95M | Hold |
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|
2025
Q1 | $8.93M | Hold |
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|
2024
Q4 | $9.19M | Sell |
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|
2024
Q3 | $8.31M | Hold |
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|
2024
Q2 | $6.97M | Sell |
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|
2024
Q1 | $6.55M | Buy |
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|
2023
Q4 | $5.47M | Hold |
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|
2023
Q3 | $5.55M | Hold |
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|
2023
Q2 | $5.46M | Hold |
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|
2023
Q1 | $5.12M | Hold |
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|
2022
Q4 | $4.92M | Hold |
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|
2022
Q3 | $4.5M | Hold |
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|
2022
Q2 | $4.22M | Hold |
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|
2022
Q1 | $5.17M | Hold |
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|
2021
Q4 | $5.02M | Hold |
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|
2021
Q3 | $4.84M | Buy |
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|
2021
Q2 | $4.89M | Hold |
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|
2021
Q1 | $4.71M | Sell |
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|
2020
Q4 | $5.06M | Buy |
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|
2020
Q3 | $4.2M | Hold |
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|
2020
Q2 | $3.6M | Hold |
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|
2020
Q1 | $3.41M | Sell |
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|
2019
Q4 | $3.6M | Hold |
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|
2019
Q3 | $3.6M | Buy |
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|
2019
Q2 | $3.33M | Buy |
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|
2019
Q1 | $2.94M | Buy |
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|
2018
Q4 | $2.81M | Buy |
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|
2018
Q3 | $2.83M | Buy |
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|
2018
Q2 | $2.58M | Sell |
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|
2018
Q1 | $2.68M | Buy |
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|
2017
Q4 | $2.94M | Buy |
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|
2017
Q3 | $2.33M | Buy |
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|
2017
Q2 | $2.25M | Sell |
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|
2017
Q1 | $3.95M | Buy |
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|
2016
Q4 | $3.78M | Buy |
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|
2016
Q3 | $3.94M | Buy |
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|
2016
Q2 | $3.99M | Buy |
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|
2016
Q1 | $3.75M | Buy |
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|
2015
Q4 | $3.35M | Buy |
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|
2015
Q3 | $2.89M | Buy |
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|
2015
Q2 | $2.95M | Buy |
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|
2015
Q1 | $3.42M | Buy |
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|
2014
Q4 | $3.57M | Hold |
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|
2014
Q3 | $3.18M | Buy |
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|
2014
Q2 | $3.12M | Buy |
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|
2014
Q1 | $2.64M | Buy |
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|
2013
Q4 | $2.72M | Hold |
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|
2013
Q3 | $2.55M | Sell |
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|
2013
Q2 | $2.59M | Buy |
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