Greatmark Investment Partners’s Walmart WMT Stock Holding History

Greatmark Investment Partners’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.22M	Buy	32,881 +1,105	+3%	+$108K	0.4%	48
2025 Q1	$2.79M	Buy	31,776 +501	+2%	+$44K	0.38%	51
2024 Q4	$2.83M	Sell	31,275 -25	-0.1%	-$2.26K	0.38%	51
2024 Q3	$2.53M	Sell	31,300 -1,545	-5%	-$125K	0.34%	52
2024 Q2	$2.22M	Sell	32,845 -50	-0.2%	-$3.39K	0.32%	52
2024 Q1	$1.98M	Buy	32,895 +564	+2%	+$33.9K	0.28%	59
2023 Q4	$1.7M	Buy	32,331 +411	+1%	+$21.6K	0.27%	55
2023 Q3	$1.7M	Buy	31,920 +708	+2%	+$37.7K	0.3%	54
2023 Q2	$1.64M	Buy	31,212 +3	+0%	+$157	0.28%	58
2023 Q1	$1.53M	Sell	31,209 -6	-0%	-$295	0.27%	59
2022 Q4	$1.48M	Hold	31,215	–	–	0.27%	56
2022 Q3	$1.35M	Hold	31,215	–	–	0.26%	58
2022 Q2	$1.27M	Sell	31,215 -789	-2%	-$32K	0.24%	62
2022 Q1	$1.59M	Buy	32,004 +474	+2%	+$23.5K	0.26%	60
2021 Q4	$1.52M	Sell	31,530 -16,800	-35%	-$810K	0.26%	61
2021 Q3	$2.25M	Sell	48,330 -750	-2%	-$34.8K	0.42%	45
2021 Q2	$2.31M	Sell	49,080 -2,595	-5%	-$122K	0.42%	46
2021 Q1	$2.34M	Hold	51,675	–	–	0.46%	45
2020 Q4	$2.48M	Sell	51,675 -750	-1%	-$36K	0.54%	40
2020 Q3	$2.45M	Buy	52,425 +1,728	+3%	+$80.6K	0.61%	38
2020 Q2	$2.02M	Sell	50,697 -1,575	-3%	-$62.9K	0.53%	40
2020 Q1	$1.98M	Sell	52,272 -375	-0.7%	-$14.2K	0.64%	41
2019 Q4	$2.09M	Sell	52,647 -237	-0.4%	-$9.39K	0.52%	42
2019 Q3	$2.09M	Hold	52,884	–	–	0.57%	43
2019 Q2	$1.95M	Hold	52,884	–	–	0.58%	42
2019 Q1	$1.72M	Hold	52,884	–	–	0.54%	46
2018 Q4	$1.64M	Sell	52,884 -2,538	-5%	-$78.8K	0.59%	41
2018 Q3	$1.74M	Buy	55,422 +4,800	+9%	+$150K	0.55%	41
2018 Q2	$1.45M	Hold	50,622	–	–	0.5%	45
2018 Q1	$1.5M	Sell	50,622 -570	-1%	-$16.9K	0.55%	44
2017 Q4	$1.69M	Sell	51,192 -1,086	-2%	-$35.7K	0.61%	42
2017 Q3	$1.36M	Hold	52,278	–	–	0.52%	48
2017 Q2	$1.32M	Sell	52,278 -150	-0.3%	-$3.79K	0.53%	47
2017 Q1	$1.26M	Sell	52,428 -525	-1%	-$12.6K	0.52%	45
2016 Q4	$1.22M	Sell	52,953 -3,225	-6%	-$74.3K	0.51%	46
2016 Q3	$1.35M	Hold	56,178	–	–	0.59%	45
2016 Q2	$1.37M	Sell	56,178 -6,600	-11%	-$161K	0.61%	44
2016 Q1	$1.43M	Sell	62,778 -255	-0.4%	-$5.82K	0.65%	43
2015 Q4	$1.29M	Buy	63,033 +5,703	+10%	+$117K	0.56%	44
2015 Q3	$1.24M	Sell	57,330 -3,165	-5%	-$68.4K	0.57%	45
2015 Q2	$1.43M	Sell	60,495 -765	-1%	-$18.1K	0.61%	41
2015 Q1	$1.68M	Buy	61,260 +150	+0.2%	+$4.11K	0.72%	41
2014 Q4	$1.75M	Sell	61,110 -2,685	-4%	-$76.8K	0.75%	42
2014 Q3	$1.63M	Hold	63,795	–	–	0.75%	42
2014 Q2	$1.6M	Hold	63,795	–	–	0.67%	42
2014 Q1	$1.63M	Sell	63,795 -1,425	-2%	-$36.3K	0.72%	41
2013 Q4	$1.71M	Buy	65,220 +16,830	+35%	+$442K	0.81%	38
2013 Q3	$1.19M	Buy	48,390 +210	+0.4%	+$5.18K	0.62%	44
2013 Q2	$1.2M	Buy	+48,180	New	+$1.2M	0.77%	41