Gries Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
3,974
+776
| +24% | +$75.9K | 0.07% | 193 |
|
|
2025
Q1 | $281K | Sell |
3,198
-1,040
| -25% | -$91.3K | 0.05% | 217 |
|
|
2024
Q4 | $383K | Sell |
4,238
-124
| -3% | -$11.2K | 0.07% | 184 |
|
|
2024
Q3 | $352K | Sell |
4,362
-83
| -2% | -$6.7K | 0.07% | 187 |
|
|
2024
Q2 | $301K | Buy |
4,445
+729
| +20% | +$49.4K | 0.06% | 188 |
|
|
2024
Q1 | $224K | Buy |
+3,716
| New | +$224K | 0.04% | 251 |
|
|
2023
Q4 | – | Sell |
-7,101
| Closed | -$379K | – | 227 |
|
|
2023
Q3 | $379K | Buy |
+7,101
| New | +$379K | 0.1% | 136 |
|
|
2021
Q3 | – | Sell |
-8,658
| Closed | -$412K | – | 189 |
|
|
2021
Q2 | $412K | Hold |
8,658
| – | – | 0.13% | 115 |
|
|
2021
Q1 | $399K | Buy |
+8,658
| New | +$399K | 0.13% | 123 |
|