Fiduciary Alliance’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.09M | Buy |
92,995
+33,544
| +56% | +$3.28M | 0.68% | 34 |
|
|
2025
Q1 | $5.22M | Buy |
59,451
+2,737
| +5% | +$240K | 0.51% | 51 |
|
|
2024
Q4 | $5.12M | Buy |
56,714
+38,872
| +218% | +$3.51M | 0.52% | 54 |
|
|
2024
Q3 | $1.44M | Buy |
17,842
+5,805
| +48% | +$469K | 0.19% | 96 |
|
|
2024
Q2 | $819K | Buy |
12,037
+945
| +9% | +$64.3K | 0.13% | 96 |
|
|
2024
Q1 | $666K | Sell |
11,092
-2,669
| -19% | -$160K | 0.12% | 108 |
|
|
2023
Q4 | $723K | Sell |
13,761
-129
| -0.9% | -$6.78K | 0.14% | 90 |
|
|
2023
Q3 | $740K | Buy |
13,890
+3,588
| +35% | +$191K | 0.17% | 77 |
|
|
2023
Q2 | $540K | Buy |
10,302
+1,044
| +11% | +$54.7K | 0.12% | 98 |
|
|
2023
Q1 | $455K | Sell |
9,258
-111
| -1% | -$5.46K | 0.11% | 98 |
|
|
2022
Q4 | $443K | Buy |
+9,369
| New | +$443K | 0.11% | 91 |
|