Gray Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.22M | Buy |
35,682
+3,382
| +10% | +$306K | 1.22% | 22 |
|
|
2024
Q3 | $2.61M | Buy |
32,300
+5,045
| +19% | +$407K | 1.03% | 22 |
|
|
2024
Q2 | $1.85M | Buy |
27,255
+633
| +2% | +$42.9K | 0.8% | 28 |
|
|
2024
Q1 | $1.6M | Sell |
26,622
-906
| -3% | -$54.5K | 0.72% | 33 |
|
|
2023
Q4 | $1.45M | Sell |
27,528
-1,260
| -4% | -$66.2K | 0.7% | 35 |
|
|
2023
Q3 | $1.53M | Sell |
28,788
-45
| -0.2% | -$2.4K | 0.79% | 32 |
|
|
2023
Q2 | $1.51M | Buy |
28,833
+717
| +3% | +$37.6K | 0.76% | 33 |
|
|
2023
Q1 | $1.38M | Buy |
28,116
+183
| +0.7% | +$9K | 0.75% | 32 |
|
|
2022
Q4 | $1.32M | Buy |
27,933
+2,535
| +10% | +$120K | 0.77% | 32 |
|
|
2022
Q3 | $1.1M | Buy |
25,398
+492
| +2% | +$21.3K | 0.7% | 33 |
|
|
2022
Q2 | $1.01M | Buy |
24,906
+2,115
| +9% | +$85.7K | 0.61% | 35 |
|
|
2022
Q1 | $1.13M | Sell |
22,791
-273
| -1% | -$13.5K | 0.58% | 35 |
|
|
2021
Q4 | $1.11M | Sell |
23,064
-1,419
| -6% | -$68.4K | 0.55% | 34 |
|
|
2021
Q3 | $1.14M | Sell |
24,483
-882
| -3% | -$41K | 0.64% | 31 |
|
|
2021
Q2 | $1.19M | Sell |
25,365
-18
| -0.1% | -$846 | 0.69% | 30 |
|
|
2021
Q1 | $1.15M | Buy |
25,383
+6,102
| +32% | +$276K | 0.73% | 30 |
|
|
2020
Q4 | $920K | Buy |
19,281
+1,038
| +6% | +$49.5K | 0.63% | 34 |
|
|
2020
Q3 | $849K | Buy |
18,243
+2,070
| +13% | +$96.3K | 0.67% | 31 |
|
|
2020
Q2 | $645K | Buy |
16,173
+546
| +3% | +$21.8K | 0.56% | 39 |
|
|
2020
Q1 | $594K | Buy |
+15,627
| New | +$594K | 0.65% | 36 |
|