Fiduciary Family Office’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
25,509
-475
| -2% | -$46.4K | 0.82% | 18 |
|
|
2025
Q1 | $2.28M | Buy |
+25,984
| New | +$2.28M | 0.76% | 23 |
|
|
2024
Q4 | – | Sell |
-24,164
| Closed | -$1.95M | – | 243 |
|
|
2024
Q3 | $1.95M | Buy |
24,164
+7,251
| +43% | +$586K | 0.64% | 27 |
|
|
2024
Q2 | $1.15M | Buy |
16,913
+832
| +5% | +$56.3K | 0.45% | 54 |
|
|
2024
Q1 | $968K | Sell |
16,081
-2,936
| -15% | -$177K | 0.38% | 70 |
|
|
2023
Q4 | $999K | Buy |
+19,017
| New | +$999K | 0.44% | 44 |
|