Fi3 Financial 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 | $761K | Buy |
7,788
+426
| +6% | +$41.7K | 0.27% | 35 |
|
|
2025
Q1 | $646K | Sell |
7,362
-242
| -3% | -$21.2K | 0.26% | 39 |
|
|
2024
Q4 | $689K | Buy |
7,604
+237
| +3% | +$21.5K | 0.26% | 40 |
|
|
2024
Q3 | $595K | Buy |
7,367
+194
| +3% | +$15.7K | 0.24% | 37 |
|
|
2024
Q2 | $486K | Buy |
7,173
+24
| +0.3% | +$1.63K | 0.21% | 37 |
|
|
2024
Q1 | $428K | Buy |
7,149
+696
| +11% | +$41.6K | 0.2% | 42 |
|
|
2023
Q4 | $339K | Sell |
6,453
-900
| -12% | -$47.3K | 0.16% | 50 |
|
|
2023
Q3 | $392K | Buy |
7,353
+903
| +14% | +$48.1K | 0.21% | 42 |
|
|
2023
Q2 | $338K | Buy |
6,450
+171
| +3% | +$8.96K | 0.18% | 45 |
|
|
2023
Q1 | $309K | Sell |
6,279
-24
| -0.4% | -$1.18K | 0.16% | 51 |
|
|
2022
Q4 | $298K | Buy |
+6,303
| New | +$298K | 0.17% | 48 |
|
|
2022
Q2 | – | Sell |
-4,446
| Closed | -$221K | – | 58 |
|
|
2022
Q1 | $221K | Buy |
+4,446
| New | +$221K | 0.17% | 45 |
|