Fiduciary Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Sell |
192,168
-2,334
| -1% | -$228K | 1.77% | 13 |
|
|
2025
Q1 | $17.1M | Sell |
194,502
-1,446
| -0.7% | -$127K | 1.71% | 13 |
|
|
2024
Q4 | $17.7M | Sell |
195,948
-2,106
| -1% | -$190K | 1.78% | 13 |
|
|
2024
Q3 | $16M | Sell |
198,054
-503
| -0.3% | -$40.6K | 1.62% | 12 |
|
|
2024
Q2 | $13.4M | Sell |
198,557
-3,339
| -2% | -$226K | 1.45% | 14 |
|
|
2024
Q1 | $12.1M | Sell |
201,896
-1,705
| -0.8% | -$103K | 1.32% | 18 |
|
|
2023
Q4 | $10.7M | Sell |
203,601
-13,164
| -6% | -$692K | 1.25% | 20 |
|
|
2023
Q3 | $11.6M | Sell |
216,765
-3,384
| -2% | -$180K | 1.48% | 16 |
|
|
2023
Q2 | $11.5M | Sell |
220,149
-6,339
| -3% | -$332K | 1.42% | 16 |
|
|
2023
Q1 | $11.1M | Sell |
226,488
-4,989
| -2% | -$245K | 1.45% | 16 |
|
|
2022
Q4 | $10.9M | Sell |
231,477
-4,806
| -2% | -$227K | 1.46% | 16 |
|
|
2022
Q3 | $11.2M | Sell |
236,283
-1,752
| -0.7% | -$83.1K | 1.45% | 18 |
|
|
2022
Q2 | $10.3M | Buy |
238,035
+4,671
| +2% | +$202K | 1.29% | 22 |
|
|
2022
Q1 | $11.5M | Buy |
233,364
+8,514
| +4% | +$419K | 1.52% | 18 |
|
|
2021
Q4 | $10.8M | Buy |
224,850
+8,775
| +4% | +$423K | 1.21% | 25 |
|
|
2021
Q3 | $10.7M | Sell |
216,075
-6,300
| -3% | -$312K | 1.22% | 24 |
|
|
2021
Q2 | $10.6M | Sell |
222,375
-1,962
| -0.9% | -$93.4K | 1.23% | 24 |
|
|
2021
Q1 | $10.5M | Buy |
224,337
+2,250
| +1% | +$105K | 1.27% | 21 |
|
|
2020
Q4 | $10.7M | Sell |
222,087
-1,686
| -0.8% | -$80.9K | 1.41% | 21 |
|
|
2020
Q3 | $10.4M | Sell |
223,773
-711
| -0.3% | -$33.2K | 1.58% | 19 |
|
|
2020
Q2 | $8.96M | Sell |
224,484
-3,819
| -2% | -$152K | 1.5% | 21 |
|
|
2020
Q1 | $8.65M | Buy |
228,303
+1,665
| +0.7% | +$63.1K | 1.7% | 16 |
|
|
2019
Q4 | $8.98M | Buy |
226,638
+9,588
| +4% | +$380K | 1.43% | 19 |
|
|
2019
Q3 | $8.59M | Sell |
217,050
-177
| -0.1% | -$7K | 1.5% | 18 |
|
|
2019
Q2 | $8M | Sell |
217,227
-207
| -0.1% | -$7.62K | 1.44% | 21 |
|
|
2019
Q1 | $7.07M | Buy |
217,434
+2,841
| +1% | +$92.4K | 1.32% | 21 |
|
|
2018
Q4 | $6.66M | Buy |
214,593
+1,275
| +0.6% | +$39.6K | 1.38% | 22 |
|
|
2018
Q3 | $6.68M | Sell |
213,318
-777
| -0.4% | -$24.3K | 1.31% | 22 |
|
|
2018
Q2 | $6.11M | Buy |
214,095
+3,987
| +2% | +$114K | 1.29% | 23 |
|
|
2018
Q1 | $6.23M | Sell |
210,108
-48
| -0% | -$1.42K | 1.35% | 24 |
|
|
2017
Q4 | $6.92M | Sell |
210,156
-2,949
| -1% | -$97.1K | 1.48% | 19 |
|
|
2017
Q3 | $5.55M | Buy |
213,105
+5,517
| +3% | +$144K | 1.25% | 27 |
|
|
2017
Q2 | $5.24M | Buy |
207,588
+7,839
| +4% | +$198K | 1.21% | 27 |
|
|
2017
Q1 | $4.8M | Buy |
199,749
+33,111
| +20% | +$795K | 1.14% | 28 |
|
|
2016
Q4 | $3.84M | Buy |
166,638
+62,547
| +60% | +$1.44M | 0.99% | 34 |
|
|
2016
Q3 | $2.5M | Buy |
104,091
+12,948
| +14% | +$311K | 0.68% | 50 |
|
|
2016
Q2 | $2.22M | Buy |
91,143
+17,481
| +24% | +$425K | 0.62% | 53 |
|
|
2016
Q1 | $1.68M | Buy |
73,662
+1,371
| +2% | +$31.3K | 0.49% | 60 |
|
|
2015
Q4 | $1.48M | Buy |
72,291
+14,520
| +25% | +$297K | 0.44% | 66 |
|
|
2015
Q3 | $1.25M | Sell |
57,771
-585
| -1% | -$12.6K | 0.42% | 78 |
|
|
2015
Q2 | $1.38M | Buy |
+58,356
| New | +$1.38M | 0.43% | 78 |
|