FAM
Formidable Asset Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
31,674
-202
| -0.6% | -$17.7K | 0.47% | 41 |
|
|
2025
Q1 | $2.8M | Sell |
31,876
-399
| -1% | -$35K | 0.47% | 41 |
|
|
2024
Q4 | $2.92M | Buy |
32,275
+14
| +0% | +$1.27K | 0.48% | 39 |
|
|
2024
Q3 | $2.61M | Sell |
32,261
-423
| -1% | -$34.2K | 0.42% | 43 |
|
|
2024
Q2 | $2.21M | Buy |
32,684
+419
| +1% | +$28.4K | 0.36% | 52 |
|
|
2024
Q1 | $1.94M | Buy |
32,265
+29,949
| +1,293% | +$1.8M | 0.32% | 63 |
|
|
2023
Q4 | $365K | Hold |
2,316
| – | – | 0.08% | 206 |
|
|
2023
Q3 | $370K | Sell |
2,316
-100
| -4% | -$16K | 0.08% | 204 |
|
|
2023
Q2 | $380K | Sell |
2,416
-66
| -3% | -$10.4K | 0.08% | 197 |
|
|
2023
Q1 | $367K | Buy |
2,482
+1
| +0% | +$148 | 0.08% | 202 |
|
|
2022
Q4 | $352K | Sell |
2,481
-100
| -4% | -$14.2K | 0.08% | 211 |
|
|
2022
Q3 | $363K | Buy |
2,581
+9
| +0.3% | +$1.27K | 0.08% | 195 |
|
|
2022
Q2 | $324K | Sell |
2,572
-53
| -2% | -$6.68K | 0.07% | 221 |
|
|
2022
Q1 | $391K | Sell |
2,625
-20
| -0.8% | -$2.98K | 0.08% | 217 |
|
|
2021
Q4 | $379K | Sell |
2,645
-1
| -0% | -$143 | 0.07% | 221 |
|
|
2021
Q3 | $369K | Buy |
2,646
+102
| +4% | +$14.2K | 0.07% | 237 |
|
|
2021
Q2 | $358K | Sell |
2,544
-388
| -13% | -$54.6K | 0.08% | 206 |
|
|
2021
Q1 | $398K | Buy |
2,932
+197
| +7% | +$26.7K | 0.09% | 183 |
|
|
2020
Q4 | $398K | Buy |
2,735
+150
| +6% | +$21.8K | 0.09% | 174 |
|
|
2020
Q3 | $362K | Buy |
2,585
+238
| +10% | +$33.3K | 0.11% | 159 |
|
|
2020
Q2 | $296K | Buy |
2,347
+14
| +0.6% | +$1.77K | 0.09% | 179 |
|
|
2020
Q1 | $265K | Sell |
2,333
-70
| -3% | -$7.95K | 0.1% | 150 |
|
|
2019
Q4 | $280K | Buy |
+2,403
| New | +$280K | 0.09% | 165 |
|
|
2019
Q3 | – | Sell |
-1,893
| Closed | -$209K | – | 235 |
|
|
2019
Q2 | $209K | Buy |
+1,893
| New | +$209K | 0.07% | 190 |
|
|
2016
Q2 | – | Sell |
-80
| Closed | -$5K | – | 429 |
|
|
2016
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 410 |
|
|
2015
Q4 | $5K | Sell |
80
-5,724
| -99% | -$358K | ﹤0.01% | 459 |
|
|
2015
Q3 | $376K | Hold |
5,804
| – | – | 0.25% | 96 |
|
|
2015
Q2 | $412K | Hold |
5,804
| – | – | 0.26% | 88 |
|
|
2015
Q1 | $458K | Hold |
5,804
| – | – | 0.3% | 77 |
|
|
2014
Q4 | $498K | Buy |
5,804
+100
| +2% | +$8.58K | 0.34% | 70 |
|
|
2014
Q3 | $435K | Buy |
5,704
+1,828
| +47% | +$139K | 0.29% | 83 |
|
|
2014
Q2 | $291K | Hold |
3,876
| – | – | 0.18% | 111 |
|
|
2014
Q1 | $309K | Hold |
3,876
| – | – | 0.22% | 94 |
|
|
2013
Q4 | $286K | Hold |
3,876
| – | – | 0.19% | 108 |
|
|
2013
Q3 | $286K | Buy |
+3,876
| New | +$286K | 0.25% | 90 |
|