FVWA
Foster Victor Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
133,946
+2,216
| +2% | +$215K | 0.88% | 53 |
|
|
2025
Q1 | $12.2M | Sell |
131,730
-5,268
| -4% | -$489K | 0.98% | 45 |
|
|
2024
Q4 | $12.6M | Sell |
136,998
-938
| -0.7% | -$86.2K | 0.96% | 45 |
|
|
2024
Q3 | $11.1M | Sell |
137,936
-17,949
| -12% | -$1.44M | 0.89% | 50 |
|
|
2024
Q2 | $10.9M | Buy |
155,885
+747
| +0.5% | +$52.3K | 0.91% | 46 |
|
|
2024
Q1 | $9.32M | Buy |
155,138
+101,914
| +191% | +$6.12M | 0.85% | 57 |
|
|
2023
Q4 | $8.42M | Sell |
53,224
-16,991
| -24% | -$2.69M | 0.86% | 55 |
|
|
2023
Q3 | $11M | Sell |
70,215
-197
| -0.3% | -$30.8K | 1.28% | 30 |
|
|
2023
Q2 | $11.1M | Sell |
70,412
-1,739
| -2% | -$275K | 1.24% | 32 |
|
|
2023
Q1 | $10.6M | Buy |
72,151
+3,467
| +5% | +$510K | 1.29% | 29 |
|
|
2022
Q4 | $10.1M | Buy |
68,684
+831
| +1% | +$122K | 1.28% | 30 |
|
|
2022
Q3 | $8.94M | Buy |
67,853
+3,560
| +6% | +$469K | 1.3% | 28 |
|
|
2022
Q2 | $8.05M | Buy |
64,293
+7,164
| +13% | +$896K | 1.2% | 32 |
|
|
2022
Q1 | $8.85M | Buy |
57,129
+8,536
| +18% | +$1.32M | 1.21% | 30 |
|
|
2021
Q4 | $6.97M | Buy |
48,593
+8,794
| +22% | +$1.26M | 0.95% | 41 |
|
|
2021
Q3 | $5.55M | Buy |
39,799
+6,671
| +20% | +$930K | 0.89% | 41 |
|
|
2021
Q2 | $4.67M | Buy |
33,128
+8,352
| +34% | +$1.18M | 0.78% | 41 |
|
|
2021
Q1 | $3.45M | Buy |
24,776
+16,079
| +185% | +$2.24M | 0.64% | 45 |
|
|
2020
Q4 | $1.25M | Buy |
8,697
+2,446
| +39% | +$353K | 0.29% | 76 |
|
|
2020
Q3 | $875K | Buy |
6,251
+2,441
| +64% | +$342K | 0.24% | 74 |
|
|
2020
Q2 | $456K | Buy |
3,810
+2,109
| +124% | +$252K | 0.15% | 79 |
|
|
2020
Q1 | $220K | Sell |
1,701
-345
| -17% | -$44.6K | 0.1% | 89 |
|
|
2019
Q4 | $238K | Buy |
2,046
+258
| +14% | +$30K | 0.1% | 95 |
|
|
2019
Q3 | $210K | Buy |
+1,788
| New | +$210K | 0.12% | 82 |
|