CFIA
Cantor Fitzgerald Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Sell |
27,478
-8,616
| -24% | -$842K | 0.19% | 95 |
|
|
2025
Q1 | $3.17M | Sell |
36,094
-171
| -0.5% | -$15K | 0.23% | 88 |
|
|
2024
Q4 | $3.28M | Sell |
36,265
-878
| -2% | -$79.3K | 0.23% | 90 |
|
|
2024
Q3 | $3M | Sell |
37,143
-1,619
| -4% | -$131K | 0.2% | 90 |
|
|
2024
Q2 | $2.62M | Buy |
38,762
+2,682
| +7% | +$182K | 0.2% | 92 |
|
|
2024
Q1 | $2.17M | Buy |
36,080
+22,321
| +162% | +$1.34M | 0.16% | 96 |
|
|
2023
Q4 | $2.17M | Buy |
+13,759
| New | +$2.17M | 0.17% | 92 |
|
|
2022
Q1 | $4.48M | Buy |
30,062
+10,521
| +54% | +$1.57M | 0.2% | 89 |
|
|
2021
Q4 | $2.83M | Sell |
19,541
-569
| -3% | -$82.3K | 0.17% | 105 |
|
|
2021
Q3 | $2.8M | Sell |
20,110
-290
| -1% | -$40.4K | 0.21% | 86 |
|
|
2021
Q2 | $2.88M | Buy |
20,400
+18,177
| +818% | +$2.56M | 0.21% | 85 |
|
|
2021
Q1 | $320K | Hold |
2,223
| – | – | 0.05% | 49 |
|
|
2020
Q4 | $320K | Buy |
+2,223
| New | +$320K | 0.05% | 49 |
|