Fortis Group 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 | $1.64M | Sell |
16,752
-3,256
| -16% | -$319K | 0.3% | 83 |
|
|
2025
Q1 | $1.76M | Sell |
20,008
-13,229
| -40% | -$1.16M | 0.34% | 80 |
|
|
2024
Q4 | $3M | Buy |
33,237
+1,516
| +5% | +$137K | 0.56% | 51 |
|
|
2024
Q3 | $2.56M | Buy |
31,721
+24,220
| +323% | +$1.96M | 0.47% | 53 |
|
|
2024
Q2 | $508K | Buy |
7,501
+675
| +10% | +$45.7K | 0.1% | 117 |
|
|
2024
Q1 | $411K | Buy |
6,826
+667
| +11% | +$40.1K | 0.08% | 144 |
|
|
2023
Q4 | $303K | Hold |
6,159
| – | – | 0.07% | 100 |
|
|
2023
Q3 | $303K | Sell |
6,159
-2,520
| -29% | -$124K | 0.09% | 95 |
|
|
2023
Q2 | $455K | Buy |
8,679
+2,757
| +47% | +$144K | 0.12% | 90 |
|
|
2023
Q1 | $298K | Buy |
+5,922
| New | +$298K | 0.09% | 94 |
|
|
2020
Q3 | $1.64M | Buy |
+35,247
| New | +$1.64M | 0.32% | 44 |
|