Farther Finance Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Buy |
235,000
+5,689
| +2% | +$556K | 0.46% | 34 |
|
|
2025
Q1 | $20.4M | Buy |
229,311
+103,423
| +82% | +$9.19M | 0.52% | 29 |
|
|
2024
Q4 | $11.4M | Buy |
125,888
+2,825
| +2% | +$255K | 0.41% | 50 |
|
|
2024
Q3 | $9.94M | Buy |
123,063
+10,187
| +9% | +$823K | 0.37% | 50 |
|
|
2024
Q2 | $7.62M | Buy |
112,876
+10,372
| +10% | +$700K | 0.37% | 47 |
|
|
2024
Q1 | $6.15M | Sell |
102,504
-1,491
| -1% | -$89.5K | 0.37% | 53 |
|
|
2023
Q4 | $5.46M | Buy |
103,995
+77,832
| +297% | +$4.09M | 0.39% | 53 |
|
|
2023
Q3 | $1.39M | Buy |
26,163
+13,122
| +101% | +$700K | 0.22% | 90 |
|
|
2023
Q2 | $683K | Buy |
13,041
+3,555
| +37% | +$186K | 0.15% | 129 |
|
|
2023
Q1 | $466K | Sell |
9,486
-351
| -4% | -$17.3K | 0.14% | 141 |
|
|
2022
Q4 | $465K | Buy |
+9,837
| New | +$465K | 0.18% | 115 |
|