Greystone Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Sell |
167,764
-2,290
| -1% | -$224K | 2.7% | 9 |
|
|
2025
Q1 | $14.9M | Buy |
170,054
+1,793
| +1% | +$157K | 2.71% | 7 |
|
|
2024
Q4 | $15.2M | Sell |
168,261
-6,535
| -4% | -$590K | 2.64% | 8 |
|
|
2024
Q3 | $14.1M | Sell |
174,796
-5,684
| -3% | -$459K | 2.52% | 11 |
|
|
2024
Q2 | $12.2M | Sell |
180,480
-3,586
| -2% | -$243K | 2.39% | 10 |
|
|
2024
Q1 | $11.1M | Sell |
184,066
-1,403
| -0.8% | -$84.4K | 2.21% | 11 |
|
|
2023
Q4 | $9.75M | Buy |
185,469
+3,000
| +2% | +$158K | 2.26% | 12 |
|
|
2023
Q3 | $9.73M | Sell |
182,469
-912
| -0.5% | -$48.6K | 2.43% | 10 |
|
|
2023
Q2 | $9.61M | Sell |
183,381
-648
| -0.4% | -$34K | 2.23% | 11 |
|
|
2023
Q1 | $9.05M | Buy |
184,029
+5,781
| +3% | +$284K | 2.28% | 11 |
|
|
2022
Q4 | $8.42M | Sell |
178,248
-2,301
| -1% | -$109K | 2.48% | 18 |
|
|
2022
Q3 | $7.81M | Sell |
180,549
-1,605
| -0.9% | -$69.4K | 2.65% | 8 |
|
|
2022
Q2 | $7.38M | Buy |
182,154
+2,958
| +2% | +$120K | 2.3% | 26 |
|
|
2022
Q1 | $8.9M | Buy |
179,196
+8,838
| +5% | +$439K | 2.25% | 10 |
|
|
2021
Q4 | $8.22M | Buy |
170,358
+37,368
| +28% | +$1.8M | 1.97% | 17 |
|
|
2021
Q3 | $6.18M | Sell |
132,990
-20,415
| -13% | -$949K | 1.84% | 15 |
|
|
2021
Q2 | $7.21M | Sell |
153,405
-477
| -0.3% | -$22.4K | 1.79% | 18 |
|
|
2021
Q1 | $7.16M | Sell |
153,882
-8,931
| -5% | -$415K | 1.8% | 22 |
|
|
2020
Q4 | $7.87M | Buy |
+162,813
| New | +$7.87M | 2.14% | 19 |
|