GWA
Gratus Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,020
| Closed | -$363K | – | 135 |
|
|
2024
Q4 | $363K | Buy |
4,020
+300
| +8% | +$27.1K | 0.06% | 100 |
|
|
2024
Q3 | $294K | Sell |
3,720
-153
| -4% | -$12.1K | 0.05% | 114 |
|
|
2024
Q2 | $274K | Buy |
3,873
+273
| +8% | +$19.3K | 0.05% | 117 |
|
|
2024
Q1 | $213K | Buy |
+3,600
| New | +$213K | 0.04% | 130 |
|