GVAG
Great Valley Advisor Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Sell |
164,696
-8,693
| -5% | -$850K | 0.36% | 75 |
|
|
2025
Q1 | $15.2M | Sell |
173,389
-47,642
| -22% | -$4.18M | 0.33% | 80 |
|
|
2024
Q4 | $20M | Buy |
221,031
+3,802
| +2% | +$344K | 0.45% | 56 |
|
|
2024
Q3 | $17.5M | Buy |
217,229
+29,727
| +16% | +$2.4M | 0.43% | 62 |
|
|
2024
Q2 | $12.7M | Buy |
187,502
+14,569
| +8% | +$986K | 0.36% | 77 |
|
|
2024
Q1 | $10.4M | Buy |
172,933
+116,984
| +209% | +$7.04M | 0.32% | 84 |
|
|
2023
Q4 | $8.82M | Buy |
55,949
+2,419
| +5% | +$381K | 0.31% | 83 |
|
|
2023
Q3 | $8.56M | Buy |
53,530
+3,540
| +7% | +$566K | 0.35% | 70 |
|
|
2023
Q2 | $7.86M | Buy |
49,990
+4,374
| +10% | +$688K | 0.33% | 73 |
|
|
2023
Q1 | $6.73M | Buy |
45,616
+17,316
| +61% | +$2.55M | 0.31% | 85 |
|
|
2022
Q4 | $4.01M | Sell |
28,300
-466
| -2% | -$66.1K | 0.21% | 119 |
|
|
2022
Q3 | $3.73M | Buy |
28,766
+400
| +1% | +$51.9K | 0.21% | 122 |
|
|
2022
Q2 | $3.45M | Buy |
28,366
+6,930
| +32% | +$843K | 0.19% | 136 |
|
|
2022
Q1 | $3.14M | Buy |
21,436
+941
| +5% | +$138K | 0.18% | 141 |
|
|
2021
Q4 | $2.9M | Buy |
20,495
+891
| +5% | +$126K | 0.18% | 140 |
|
|
2021
Q3 | $2.73M | Buy |
19,604
+1,276
| +7% | +$178K | 0.19% | 138 |
|
|
2021
Q2 | $2.52M | Buy |
18,328
+300
| +2% | +$41.3K | 0.19% | 137 |
|
|
2021
Q1 | $2.45M | Sell |
18,028
-4,494
| -20% | -$610K | 0.24% | 102 |
|
|
2020
Q4 | $3.25M | Buy |
22,522
+172
| +0.8% | +$24.8K | 0.34% | 68 |
|
|
2020
Q3 | $3.13M | Buy |
22,350
+481
| +2% | +$67.4K | 0.38% | 62 |
|
|
2020
Q2 | $2.62M | Buy |
21,869
+2,584
| +13% | +$309K | 0.43% | 60 |
|
|
2020
Q1 | $2.19M | Buy |
19,285
+555
| +3% | +$63.1K | 0.58% | 45 |
|
|
2019
Q4 | $2.23M | Buy |
18,730
+432
| +2% | +$51.3K | 0.5% | 61 |
|
|
2019
Q3 | $2.17M | Buy |
18,298
+415
| +2% | +$49.2K | 0.52% | 58 |
|
|
2019
Q2 | $1.98M | Buy |
17,883
+10,796
| +152% | +$1.19M | 0.5% | 63 |
|
|
2019
Q1 | $691K | Buy |
7,087
+152
| +2% | +$14.8K | 0.22% | 128 |
|
|
2018
Q4 | $646K | Buy |
+6,935
| New | +$646K | 0.24% | 99 |
|