FAG
Fortitude Advisory Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
14,061
+547
| +4% | +$53.5K | 0.79% | 21 |
|
|
2025
Q1 | $1.23M | Sell |
13,514
-15,739
| -54% | -$1.44M | 0.89% | 19 |
|
|
2024
Q4 | $2.64M | Buy |
29,253
+144
| +0.5% | +$13K | 1.59% | 14 |
|
|
2024
Q3 | $2.35M | Buy |
29,109
+1,250
| +4% | +$101K | 1.48% | 11 |
|
|
2024
Q2 | $1.89M | Buy |
27,859
+1,689
| +6% | +$114K | 1.13% | 14 |
|
|
2024
Q1 | $1.57M | Buy |
26,170
+17,258
| +194% | +$1.04M | 0.89% | 18 |
|
|
2023
Q4 | $1.41M | Sell |
8,912
-71
| -0.8% | -$11.2K | 0.85% | 18 |
|
|
2023
Q3 | $1.44M | Buy |
8,983
+2,168
| +32% | +$347K | 0.97% | 16 |
|
|
2023
Q2 | $1.07M | Sell |
6,815
-319
| -4% | -$50.1K | 0.79% | 22 |
|
|
2023
Q1 | $1.05M | Buy |
7,134
+186
| +3% | +$27.4K | 0.82% | 20 |
|
|
2022
Q4 | $985K | Sell |
6,948
-6
| -0.1% | -$851 | 0.84% | 19 |
|
|
2022
Q3 | $902K | Sell |
6,954
-142
| -2% | -$18.4K | 0.86% | 21 |
|
|
2022
Q2 | $863K | Buy |
7,096
+4,104
| +137% | +$499K | 0.79% | 24 |
|
|
2022
Q1 | $446K | Sell |
2,992
-216
| -7% | -$32.2K | 0.24% | 74 |
|
|
2021
Q4 | $464K | Buy |
+3,208
| New | +$464K | 0.23% | 70 |
|