Gryphon Financial Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.99M | Buy |
61,256
+6,169
| +11% | +$603K | 0.78% | 22 |
|
|
2025
Q1 | $4.84M | Buy |
55,087
+5,212
| +10% | +$458K | 0.7% | 23 |
|
|
2024
Q4 | $4.51M | Buy |
49,875
+4,999
| +11% | +$452K | 0.64% | 24 |
|
|
2024
Q3 | $3.62M | Buy |
44,876
+23,531
| +110% | +$1.9M | 0.49% | 28 |
|
|
2024
Q2 | $1.45M | Buy |
21,345
+1,709
| +9% | +$116K | 0.22% | 64 |
|
|
2024
Q1 | $1.18M | Sell |
19,636
-257
| -1% | -$15.5K | 0.2% | 68 |
|
|
2023
Q4 | $1.03M | Buy |
19,893
+7,329
| +58% | +$381K | 0.18% | 78 |
|
|
2023
Q3 | $670K | Buy |
+12,564
| New | +$670K | 0.16% | 72 |
|
|
2023
Q2 | – | Sell |
-12,519
| Closed | -$615K | – | 217 |
|
|
2023
Q1 | $615K | Sell |
12,519
-510
| -4% | -$25.1K | 0.14% | 82 |
|
|
2022
Q4 | $616K | Buy |
13,029
+609
| +5% | +$28.8K | 0.15% | 80 |
|
|
2022
Q3 | $537K | Buy |
12,420
+2,373
| +24% | +$103K | 0.14% | 86 |
|
|
2022
Q2 | $407K | Buy |
10,047
+819
| +9% | +$33.2K | 0.1% | 119 |
|
|
2022
Q1 | $458K | Sell |
9,228
-5,925
| -39% | -$294K | 0.09% | 118 |
|
|
2021
Q4 | $731K | Buy |
15,153
+6,039
| +66% | +$291K | 0.14% | 89 |
|
|
2021
Q3 | $423K | Buy |
9,114
+60
| +0.7% | +$2.79K | 0.09% | 119 |
|
|
2021
Q2 | $426K | Buy |
9,054
+636
| +8% | +$29.9K | 0.1% | 109 |
|
|
2021
Q1 | $381K | Buy |
8,418
+234
| +3% | +$10.6K | 0.09% | 121 |
|
|
2020
Q4 | $393K | Sell |
8,184
-144
| -2% | -$6.92K | 0.1% | 105 |
|
|
2020
Q3 | $387K | Buy |
8,328
+2,469
| +42% | +$115K | 0.11% | 103 |
|
|
2020
Q2 | $234K | Sell |
5,859
-1,875
| -24% | -$74.9K | 0.07% | 118 |
|
|
2020
Q1 | $292K | Buy |
7,734
+714
| +10% | +$27K | 0.11% | 106 |
|
|
2019
Q4 | $278K | Buy |
7,020
+393
| +6% | +$15.6K | 0.07% | 144 |
|
|
2019
Q3 | $262K | Buy |
6,627
+330
| +5% | +$13K | 0.08% | 140 |
|
|
2019
Q2 | $232K | Buy |
6,297
+621
| +11% | +$22.9K | 0.07% | 132 |
|
|
2019
Q1 | $185K | Sell |
5,676
-8,067
| -59% | -$263K | 0.05% | 119 |
|
|
2018
Q4 | $403K | Buy |
+13,743
| New | +$403K | 0.1% | 135 |
|
|
2018
Q3 | – | Sell |
-6,072
| Closed | -$173K | – | 835 |
|
|
2018
Q2 | $173K | Sell |
6,072
-201
| -3% | -$5.73K | 0.08% | 86 |
|
|
2018
Q1 | $186K | Buy |
6,273
+483
| +8% | +$14.3K | 0.1% | 84 |
|
|
2017
Q4 | $190K | Buy |
+5,790
| New | +$190K | 0.11% | 85 |
|