Fermata 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 | $472K | Sell |
4,827
-9,364
| -66% | -$916K | 0.13% | 133 |
|
|
2025
Q1 | $1.25M | Buy |
14,191
+2,208
| +18% | +$194K | 0.23% | 92 |
|
|
2024
Q4 | $1.08M | Buy |
11,983
+2,946
| +33% | +$266K | 0.2% | 88 |
|
|
2024
Q3 | $730K | Buy |
9,037
+967
| +12% | +$78.1K | 0.15% | 100 |
|
|
2024
Q2 | $546K | Buy |
8,070
+4,150
| +106% | +$281K | 0.13% | 100 |
|
|
2024
Q1 | $236K | Sell |
3,920
-5,497
| -58% | -$331K | 0.05% | 183 |
|
|
2023
Q4 | $495K | Buy |
9,417
+2,694
| +40% | +$142K | 0.12% | 106 |
|
|
2023
Q3 | $359K | Buy |
+6,723
| New | +$359K | 0.1% | 112 |
|