Fortis Group 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
Q3
$1.75M Buy
2025
Q2
$1.64M Sell
2025
Q1
$1.76M Sell
2024
Q4
$3M Buy
2024
Q3
$2.56M Buy
2024
Q2
$508K Buy
2024
Q1
$411K Buy
2023
Q4
$303K Hold
2023
Q3
$303K Sell
2023
Q2
$455K Buy
2023
Q1
$298K Buy
2020
Q3
$1.64M Buy