Fiducient Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
3,580
+18
| +0.5% | +$1.76K | 0.04% | 112 |
|
|
2025
Q1 | $314K | Buy |
3,562
+19
| +0.5% | +$1.67K | 0.04% | 123 |
|
|
2024
Q4 | $321K | Hold |
3,543
| – | – | 0.04% | 120 |
|
|
2024
Q3 | $286K | Sell |
3,543
-3,364
| -49% | -$272K | 0.03% | 121 |
|
|
2024
Q2 | $468K | Sell |
6,907
-12,119
| -64% | -$821K | 0.06% | 89 |
|
|
2024
Q1 | $1.14M | Buy |
19,026
+3,561
| +23% | +$214K | 0.23% | 42 |
|
|
2023
Q4 | $814K | Buy |
15,465
+9,987
| +182% | +$525K | 0.15% | 54 |
|
|
2023
Q3 | $292K | Buy |
+5,478
| New | +$292K | 0.02% | 92 |
|
|
2023
Q1 | – | Sell |
-8,337
| Closed | -$396K | – | 169 |
|
|
2022
Q4 | $396K | Buy |
8,337
+336
| +4% | +$15.9K | 0.12% | 110 |
|
|
2022
Q3 | $346K | Hold |
8,001
| – | – | 0.16% | 40 |
|
|
2022
Q2 | $324K | Sell |
8,001
-369
| -4% | -$14.9K | 0.12% | 64 |
|
|
2022
Q1 | $415K | Buy |
8,370
+57
| +0.7% | +$2.83K | 0.16% | 39 |
|
|
2021
Q4 | $402K | Buy |
+8,313
| New | +$402K | 0.12% | 36 |
|