Fortis Capital 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 | $454K | Sell |
4,643
-16
| -0.3% | -$1.57K | 0.08% | 165 |
|
|
2025
Q1 | $409K | Buy |
4,659
+1,805
| +63% | +$158K | 0.08% | 177 |
|
|
2024
Q4 | $220K | Sell |
2,854
-585
| -17% | -$45.2K | 0.08% | 165 |
|
|
2024
Q3 | $278K | Buy |
+3,439
| New | +$278K | 0.09% | 147 |
|
|
2023
Q3 | – | Sell |
-4,323
| Closed | -$226K | – | 124 |
|
|
2023
Q2 | $226K | Buy |
4,323
+1,971
| +84% | +$103K | 0.13% | 97 |
|
|
2023
Q1 | $116K | Sell |
2,352
-39
| -2% | -$1.92K | 0.06% | 154 |
|
|
2022
Q4 | $113K | Buy |
+2,391
| New | +$113K | 0.07% | 194 |
|