Fiduciary Planning’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,207
| Closed | -$651K | – | 71 |
|
|
2023
Q3 | $651K | Buy |
+12,207
| New | +$651K | 0.31% | 45 |
|
|
2021
Q2 | – | Sell |
-324
| Closed | -$15K | – | 277 |
|
|
2021
Q1 | $15K | Sell |
324
-32,400
| -99% | -$1.5M | 0.02% | 136 |
|
|
2020
Q4 | $1.57M | Buy |
32,724
+1,233
| +4% | +$59.2K | 2.22% | 20 |
|
|
2020
Q3 | $1.47M | Buy |
31,491
+1,992
| +7% | +$92.9K | 2.42% | 14 |
|
|
2020
Q2 | $1.27M | Buy |
29,499
+882
| +3% | +$38K | 2.8% | 12 |
|
|
2020
Q1 | $1.08M | Buy |
+28,617
| New | +$1.08M | 2.03% | 15 |
|