Forte Capital’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Buy |
7,349
+18
| +0.2% | +$1.76K | 0.08% | 149 |
|
|
2025
Q1 | $644K | Sell |
7,331
-49
| -0.7% | -$4.3K | 0.08% | 150 |
|
|
2024
Q4 | $667K | Hold |
7,380
| – | – | 0.08% | 142 |
|
|
2024
Q3 | $596K | Sell |
7,380
-1,972
| -21% | -$159K | 0.07% | 155 |
|
|
2024
Q2 | $633K | Sell |
9,352
-149
| -2% | -$10.1K | 0.08% | 137 |
|
|
2024
Q1 | $572K | Buy |
9,501
+600
| +7% | +$36.1K | 0.07% | 147 |
|
|
2023
Q4 | $468K | Sell |
8,901
-684
| -7% | -$35.9K | 0.06% | 151 |
|
|
2023
Q3 | $511K | Buy |
9,585
+255
| +3% | +$13.6K | 0.08% | 132 |
|
|
2023
Q2 | $489K | Sell |
9,330
-1,200
| -11% | -$62.9K | 0.07% | 142 |
|
|
2023
Q1 | $518K | Hold |
10,530
| – | – | 0.08% | 133 |
|
|
2022
Q4 | $498K | Sell |
10,530
-204
| -2% | -$9.64K | 0.09% | 128 |
|
|
2022
Q3 | $464K | Sell |
10,734
-780
| -7% | -$33.7K | 0.08% | 126 |
|
|
2022
Q2 | $467K | Buy |
11,514
+657
| +6% | +$26.6K | 0.08% | 129 |
|
|
2022
Q1 | $524K | Hold |
10,857
| – | – | 0.07% | 151 |
|
|
2021
Q4 | $524K | Sell |
10,857
-951
| -8% | -$45.9K | 0.07% | 151 |
|
|
2021
Q3 | $549K | Sell |
11,808
-285
| -2% | -$13.3K | 0.07% | 146 |
|
|
2021
Q2 | $568K | Buy |
12,093
+144
| +1% | +$6.76K | 0.08% | 138 |
|
|
2021
Q1 | $541K | Buy |
11,949
+57
| +0.5% | +$2.58K | 0.08% | 132 |
|
|
2020
Q4 | $571K | Buy |
11,892
+423
| +4% | +$20.3K | 0.09% | 125 |
|
|
2020
Q3 | $535K | Buy |
11,469
+1,914
| +20% | +$89.3K | 0.1% | 120 |
|
|
2020
Q2 | $381K | Buy |
+9,555
| New | +$381K | 0.08% | 133 |
|