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Geller Advisors LLC

SEC CIK
0001354739
Latest filing
Feb 14, 2025

WMT holding history

Walmart Inc. in every 13F filed by Geller Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q4 2024 holdings

Shares (Q4 2024)
12,170
Value
$1.10M
% of portfolio
0.1%
Quarters held
14
Since Q1 2021
Holdings of WMT by Geller Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202412,170$1.10M0.1%+489+4.2%AddedHolders
Q3 202411,681$943.3K0.1%+793+7.3%AddedHolders
Q2 202410,888$737.3K0.1%+2,905+36.4%AddedHolders
Q1 20247,983$481.8K<0.1%+3,225+67.8%AddedConverted for a 3-for-1 splitHolders
Q4 20231,586$251.0K<0.1%−33−2.0%ReducedHolders
Q3 20231,619$258.9K<0.1%−62−3.7%ReducedHolders
Q2 20231,681$264.2K<0.1%−362−17.7%ReducedHolders
Q1 20232,043$302.4K<0.1%+366+21.8%AddedHolders
Q4 20221,677$238.6K<0.1%+1,677NewHolders
Q2 20220$00.0%−2,262−100.0%Sold outHolders
Q1 20222,262$338.0K0.1%+724+47.1%AddedHolders
Q4 20211,538$223.0K<0.1%−4−0.3%ReducedHolders
Q3 20211,542$215.0K<0.1%+35+2.3%AddedHolders
Q2 20211,507$213.0K<0.1%−4−0.3%ReducedHolders
Q1 20211,511$206.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.