Fortem Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Sell |
8,792
-4,767
| -35% | -$466K | 0.28% | 79 |
|
|
2025
Q1 | $1.19M | Sell |
13,559
-3,202
| -19% | -$281K | 0.46% | 64 |
|
|
2024
Q4 | $1.51M | Buy |
16,761
+508
| +3% | +$45.9K | 0.59% | 44 |
|
|
2024
Q3 | $1.31M | Sell |
16,253
-3,494
| -18% | -$282K | 0.53% | 53 |
|
|
2024
Q2 | $1.34M | Buy |
19,747
+481
| +2% | +$32.6K | 0.57% | 50 |
|
|
2024
Q1 | $1.16M | Buy |
19,266
+744
| +4% | +$44.8K | 0.51% | 70 |
|
|
2023
Q4 | $973K | Buy |
18,522
+2,559
| +16% | +$134K | 0.48% | 70 |
|
|
2023
Q3 | $851K | Buy |
15,963
+4,935
| +45% | +$263K | 0.5% | 64 |
|
|
2023
Q2 | $578K | Buy |
+11,028
| New | +$578K | 0.34% | 91 |
|
|
2022
Q3 | – | Sell |
-6,396
| Closed | -$259K | – | 180 |
|
|
2022
Q2 | $259K | Sell |
6,396
-633
| -9% | -$25.6K | 0.17% | 145 |
|
|
2022
Q1 | $349K | Sell |
7,029
-1,266
| -15% | -$62.9K | 0.15% | 130 |
|
|
2021
Q4 | $400K | Sell |
8,295
-102
| -1% | -$4.92K | 0.18% | 131 |
|
|
2021
Q3 | $390K | Sell |
8,397
-2,919
| -26% | -$136K | 0.2% | 122 |
|
|
2021
Q2 | $532K | Buy |
11,316
+477
| +4% | +$22.4K | 0.27% | 109 |
|
|
2021
Q1 | $491K | Sell |
10,839
-117
| -1% | -$5.3K | 0.28% | 103 |
|
|
2020
Q4 | $526K | Sell |
10,956
-918
| -8% | -$44.1K | 0.32% | 91 |
|
|
2020
Q3 | $554K | Sell |
11,874
-18,789
| -61% | -$877K | 0.4% | 86 |
|
|
2020
Q2 | $1.22M | Buy |
30,663
+3,042
| +11% | +$121K | 0.95% | 38 |
|
|
2020
Q1 | $1.05M | Sell |
27,621
-14,475
| -34% | -$548K | 0.95% | 31 |
|
|
2019
Q4 | $1.67M | Sell |
42,096
-2,439
| -5% | -$96.6K | 1.24% | 30 |
|
|
2019
Q3 | $1.76M | Sell |
44,535
-774
| -2% | -$30.6K | 1.5% | 24 |
|
|
2019
Q2 | $1.67M | Sell |
45,309
-801
| -2% | -$29.5K | 1.68% | 16 |
|
|
2019
Q1 | $1.5M | Sell |
46,110
-288
| -0.6% | -$9.36K | 1.56% | 20 |
|
|
2018
Q4 | $1.44M | Buy |
+46,398
| New | +$1.44M | 1.74% | 18 |
|