Great Lakes Retirement’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
27,732
+6,433
| +30% | +$629K | 0.32% | 68 |
|
|
2025
Q1 | $1.87M | Buy |
21,299
+1,339
| +7% | +$118K | 0.25% | 99 |
|
|
2024
Q4 | $1.81M | Buy |
19,960
+952
| +5% | +$86.2K | 0.23% | 100 |
|
|
2024
Q3 | $1.53M | Buy |
19,008
+642
| +3% | +$51.8K | 0.2% | 113 |
|
|
2024
Q2 | $1.24M | Buy |
18,366
+1,596
| +10% | +$108K | 0.17% | 122 |
|
|
2024
Q1 | $1.01M | Buy |
16,770
+846
| +5% | +$50.9K | 0.15% | 135 |
|
|
2023
Q4 | $837K | Buy |
15,924
+621
| +4% | +$32.6K | 0.14% | 141 |
|
|
2023
Q3 | $816K | Buy |
15,303
+1,497
| +11% | +$79.8K | 0.15% | 134 |
|
|
2023
Q2 | $723K | Buy |
13,806
+285
| +2% | +$14.9K | 0.13% | 145 |
|
|
2023
Q1 | $665K | Buy |
13,521
+1,062
| +9% | +$52.2K | 0.13% | 141 |
|
|
2022
Q4 | $591K | Buy |
+12,459
| New | +$591K | 0.15% | 106 |
|
|
2020
Q1 | $307K | Sell |
8,178
-5,415
| -40% | -$203K | 0.14% | 109 |
|
|
2019
Q4 | $536K | Buy |
+13,593
| New | +$536K | 0.16% | 121 |
|