Fidelity D&D Bancorp’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
5,193
-1,050
| -17% | -$103K | 0.31% | 45 |
|
|
2025
Q1 | $548K | Hold |
6,243
| – | – | 0.36% | 48 |
|
|
2024
Q4 | $564K | Hold |
6,243
| – | – | 0.38% | 47 |
|
|
2024
Q3 | $504K | Buy |
6,243
+330
| +6% | +$26.6K | 0.34% | 47 |
|
|
2024
Q2 | $400K | Hold |
5,913
| – | – | 0.3% | 52 |
|
|
2024
Q1 | $356K | Sell |
5,913
-219
| -4% | -$13.2K | 0.27% | 58 |
|
|
2023
Q4 | $322K | Sell |
6,132
-240
| -4% | -$12.6K | 0.25% | 67 |
|
|
2023
Q3 | $340K | Buy |
+6,372
| New | +$340K | 0.35% | 59 |
|
|
2023
Q1 | $356K | Buy |
+17,739
| New | +$356K | 0.27% | 58 |
|