GAA
Guardian Asset Advisors’s Walmart WMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.55M | Buy |
36,269
+1,658
| +5% | +$162K | 2.04% | 12 |
|
2025
Q1 | $3.04M | Buy |
34,611
+2,705
| +8% | +$237K | 1.98% | 12 |
|
2024
Q4 | $2.88M | Buy |
31,906
+1,686
| +6% | +$152K | 1.85% | 12 |
|
2024
Q3 | $2.44M | Buy |
30,220
+7,374
| +32% | +$595K | 1.66% | 13 |
|
2024
Q2 | $1.55M | Buy |
22,846
+2,247
| +11% | +$152K | 1.14% | 20 |
|
2024
Q1 | $1.24M | Buy |
20,599
+14,823
| +257% | +$892K | 1.03% | 25 |
|
2023
Q4 | $910K | Buy |
+5,776
| New | +$910K | 0.85% | 28 |
|