FSA
Financial Security Advisor’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91M | Buy |
50,170
+478
| +1% | +$46.7K | 1.13% | 18 |
|
|
2025
Q1 | $4.37M | Sell |
49,692
-1,980
| -4% | -$174K | 1.11% | 19 |
|
|
2024
Q4 | $4.68M | Sell |
51,672
-1,085
| -2% | -$98.3K | 1.19% | 16 |
|
|
2024
Q3 | $4.26M | Sell |
52,757
-1,441
| -3% | -$116K | 1.06% | 18 |
|
|
2024
Q2 | $3.67M | Sell |
54,198
-1,903
| -3% | -$129K | 1.23% | 20 |
|
|
2024
Q1 | $3.38M | Buy |
56,101
+37,367
| +199% | +$2.25M | 1.18% | 18 |
|
|
2023
Q4 | $2.96M | Buy |
18,734
+9
| +0% | +$1.42K | 1.16% | 17 |
|
|
2023
Q3 | $2.99M | Buy |
+18,725
| New | +$2.99M | 1.38% | 15 |
|