FWM
ForthRight Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Buy |
6,143
+24
| +0.4% | +$2.35K | 0.19% | 41 |
|
|
2025
Q1 | $537K | Buy |
6,119
+228
| +4% | +$20K | 0.18% | 41 |
|
|
2024
Q4 | $532K | Hold |
5,891
| – | – | 0.18% | 41 |
|
|
2024
Q3 | $476K | Buy |
5,891
+1
| +0% | +$81 | 0.16% | 40 |
|
|
2024
Q2 | $399K | Buy |
5,890
+3
| +0.1% | +$203 | 0.14% | 43 |
|
|
2024
Q1 | $354K | Buy |
5,887
+3,925
| +200% | +$236K | 0.13% | 46 |
|
|
2023
Q4 | $309K | Hold |
1,962
| – | – | 0.12% | 48 |
|
|
2023
Q3 | $314K | Buy |
1,962
+125
| +7% | +$20K | 0.14% | 43 |
|
|
2023
Q2 | $289K | Hold |
1,837
| – | – | 0.12% | 43 |
|
|
2023
Q1 | $271K | Buy |
1,837
+250
| +16% | +$36.9K | 0.12% | 42 |
|
|
2022
Q4 | $225K | Hold |
1,587
| – | – | 0.12% | 48 |
|
|
2022
Q3 | $206K | Buy |
+1,587
| New | +$206K | 0.12% | 45 |
|
|
2022
Q2 | – | Sell |
-1,635
| Closed | -$243K | – | 49 |
|
|
2022
Q1 | $243K | Hold |
1,635
| – | – | 0.13% | 38 |
|
|
2021
Q4 | $237K | Hold |
1,635
| – | – | 0.13% | 39 |
|
|
2021
Q3 | $228K | Hold |
1,635
| – | – | 0.14% | 36 |
|
|
2021
Q2 | $231K | Hold |
1,635
| – | – | 0.15% | 32 |
|
|
2021
Q1 | $222K | Hold |
1,635
| – | – | 0.15% | 33 |
|
|
2020
Q4 | $236K | Buy |
+1,635
| New | +$236K | 0.19% | 28 |
|