Fermata Advisors’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$415K Sell
2025
Q2
$472K Sell
2025
Q1
$1.25M Buy
2024
Q4
$1.08M Buy
2024
Q3
$730K Buy
2024
Q2
$546K Buy
2024
Q1
$236K Sell
2023
Q4
$495K Buy
2023
Q3
$359K Buy