Parisi Gray Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $224K | Buy |
2,292
+4
| +0.2% | +$391 | 0.06% | 111 |
|
2025
Q1 | $201K | Buy |
+2,288
| New | +$201K | 0.07% | 107 |
|
2021
Q3 | – | Sell |
-2,022
| Closed | -$95K | – | 561 |
|
2021
Q2 | $95K | Buy |
+2,022
| New | +$95K | 0.03% | 213 |
|
2019
Q2 | – | Sell |
-2,052
| Closed | -$67K | – | 463 |
|
2019
Q1 | $67K | Hold |
2,052
| – | – | 0.04% | 180 |
|
2018
Q4 | $63K | Buy |
2,052
+300
| +17% | +$9.21K | 0.04% | 174 |
|
2018
Q3 | $55K | Buy |
1,752
+330
| +23% | +$10.4K | 0.03% | 211 |
|
2018
Q2 | $40K | Hold |
1,422
| – | – | 0.03% | 265 |
|
2018
Q1 | $41K | Sell |
1,422
-30
| -2% | -$865 | 0.03% | 248 |
|
2017
Q4 | $48K | Buy |
+1,452
| New | +$48K | 0.04% | 225 |
|