Fortis Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Hold |
3,070
| – | – | 0.19% | 85 |
|
|
2025
Q1 | $270K | Sell |
3,070
-1,655
| -35% | -$145K | 0.18% | 90 |
|
|
2024
Q4 | $427K | Sell |
4,725
-11
| -0.2% | -$994 | 0.28% | 67 |
|
|
2024
Q3 | $382K | Sell |
4,736
-2,089
| -31% | -$169K | 0.25% | 72 |
|
|
2024
Q2 | $462K | Sell |
6,825
-552
| -7% | -$37.4K | 0.33% | 49 |
|
|
2024
Q1 | $444K | Hold |
7,377
| – | – | 0.3% | 52 |
|
|
2023
Q4 | $388K | Hold |
7,377
| – | – | 0.28% | 58 |
|
|
2023
Q3 | $393K | Hold |
7,377
| – | – | 0.3% | 56 |
|
|
2023
Q2 | $387K | Hold |
7,377
| – | – | 0.28% | 53 |
|
|
2023
Q1 | $363K | Buy |
7,377
+675
| +10% | +$33.2K | 0.24% | 62 |
|
|
2022
Q4 | $317K | Hold |
6,702
| – | – | 0.24% | 67 |
|
|
2022
Q3 | $290K | Hold |
6,702
| – | – | 0.21% | 77 |
|
|
2022
Q2 | $272K | Buy |
6,702
+1,650
| +33% | +$67K | 0.18% | 76 |
|
|
2022
Q1 | $251K | Hold |
5,052
| – | – | 0.14% | 90 |
|
|
2021
Q4 | $244K | Buy |
5,052
+1,350
| +36% | +$65.2K | 0.14% | 93 |
|
|
2021
Q3 | $172K | Hold |
3,702
| – | – | 0.11% | 98 |
|
|
2021
Q2 | $174K | Buy |
+3,702
| New | +$174K | 0.1% | 103 |
|
|
2020
Q2 | – | Sell |
-525
| Closed | -$20K | – | 334 |
|
|
2020
Q1 | $20K | Buy |
+525
| New | +$20K | 0.01% | 231 |
|