Great Diamond Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
19,136
+12,650
| +195% | +$1.24M | 0.4% | 72 |
|
|
2025
Q1 | $569K | Buy |
6,486
+125
| +2% | +$11K | 0.16% | 105 |
|
|
2024
Q4 | $575K | Sell |
6,361
-550
| -8% | -$49.7K | 0.15% | 109 |
|
|
2024
Q3 | $558K | Sell |
6,911
-3,762
| -35% | -$304K | 0.14% | 112 |
|
|
2024
Q2 | $723K | Sell |
10,673
-1,378
| -11% | -$93.3K | 0.17% | 110 |
|
|
2024
Q1 | $725K | Sell |
12,051
-8,100
| -40% | -$487K | 0.17% | 113 |
|
|
2023
Q4 | $1.06M | Sell |
20,151
-1,131
| -5% | -$59.4K | 0.26% | 85 |
|
|
2023
Q3 | $1.13M | Buy |
21,282
+4,383
| +26% | +$234K | 0.31% | 79 |
|
|
2023
Q2 | $885K | Buy |
16,899
+267
| +2% | +$14K | 0.23% | 92 |
|
|
2023
Q1 | $817K | Buy |
16,632
+1,380
| +9% | +$67.8K | 0.24% | 94 |
|
|
2022
Q4 | $721K | Sell |
15,252
-2,262
| -13% | -$107K | 0.22% | 97 |
|
|
2022
Q3 | $757K | Sell |
17,514
-1,920
| -10% | -$83K | 0.26% | 88 |
|
|
2022
Q2 | $787K | Sell |
19,434
-105
| -0.5% | -$4.25K | 0.26% | 85 |
|
|
2022
Q1 | $970K | Buy |
19,539
+1,698
| +10% | +$84.3K | 0.27% | 85 |
|
|
2021
Q4 | $860K | Sell |
17,841
-2,010
| -10% | -$96.9K | 0.22% | 96 |
|
|
2021
Q3 | $922K | Sell |
19,851
-12
| -0.1% | -$557 | 0.25% | 86 |
|
|
2021
Q2 | $933K | Buy |
19,863
+264
| +1% | +$12.4K | 0.26% | 88 |
|
|
2021
Q1 | $887K | Sell |
19,599
-2,247
| -10% | -$102K | 0.27% | 89 |
|
|
2020
Q4 | $1.05M | Buy |
21,846
+870
| +4% | +$41.8K | 0.33% | 64 |
|
|
2020
Q3 | $978K | Buy |
20,976
+6,660
| +47% | +$311K | 0.36% | 59 |
|
|
2020
Q2 | $571K | Sell |
14,316
-1,170
| -8% | -$46.7K | 0.24% | 73 |
|
|
2020
Q1 | $586K | Sell |
15,486
-300
| -2% | -$11.4K | 0.3% | 66 |
|
|
2019
Q4 | $625K | Buy |
+15,786
| New | +$625K | 0.24% | 71 |
|