Fortis Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Hold |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $427K | Sell |
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|
2024
Q3 | $382K | Sell |
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|
2024
Q2 | $462K | Sell |
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|
2024
Q1 | $444K | Hold |
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|
2023
Q4 | $388K | Hold |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $387K | Hold |
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|
2023
Q1 | $363K | Buy |
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|
2022
Q4 | $317K | Hold |
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|
2022
Q3 | $290K | Hold |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $244K | Buy |
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|
2021
Q3 | $172K | Hold |
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|
2021
Q2 | $174K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $20K | Buy |
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