Foundation Resource Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
16,547
-20
| -0.1% | -$1.96K | 0.25% | 41 |
|
|
2025
Q1 | $1.45M | Sell |
16,567
-2,809
| -14% | -$247K | 0.23% | 40 |
|
|
2024
Q4 | $1.75M | Sell |
19,376
-150
| -0.8% | -$13.6K | 0.29% | 41 |
|
|
2024
Q3 | $1.58M | Hold |
19,526
| – | – | 0.24% | 40 |
|
|
2024
Q2 | $1.32M | Sell |
19,526
-100
| -0.5% | -$6.77K | 0.21% | 41 |
|
|
2024
Q1 | $1.18M | Hold |
19,626
| – | – | 0.19% | 42 |
|
|
2023
Q4 | $1.03M | Buy |
19,626
+474
| +2% | +$24.9K | 0.16% | 42 |
|
|
2023
Q3 | $1.02M | Buy |
19,152
+3,774
| +25% | +$201K | 0.17% | 41 |
|
|
2023
Q2 | $806K | Buy |
15,378
+99
| +0.6% | +$5.19K | 0.13% | 42 |
|
|
2023
Q1 | $751K | Buy |
15,279
+21
| +0.1% | +$1.03K | 0.12% | 42 |
|
|
2022
Q4 | $721K | Buy |
15,258
+255
| +2% | +$12.1K | 0.12% | 42 |
|
|
2022
Q3 | $649K | Buy |
15,003
+5,085
| +51% | +$220K | 0.12% | 40 |
|
|
2022
Q2 | $402K | Sell |
9,918
-1,539
| -13% | -$62.4K | 0.07% | 47 |
|
|
2022
Q1 | $569K | Sell |
11,457
-213
| -2% | -$10.6K | 0.09% | 44 |
|
|
2021
Q4 | $563K | Hold |
11,670
| – | – | 0.11% | 42 |
|
|
2021
Q3 | $542K | Hold |
11,670
| – | – | 0.12% | 42 |
|
|
2021
Q2 | $549K | Sell |
11,670
-198
| -2% | -$9.32K | 0.12% | 42 |
|
|
2021
Q1 | $537K | Hold |
11,868
| – | – | 0.13% | 41 |
|
|
2020
Q4 | $570K | Hold |
11,868
| – | – | 0.15% | 44 |
|
|
2020
Q3 | $553K | Sell |
11,868
-3
| -0% | -$140 | 0.17% | 42 |
|
|
2020
Q2 | $474K | Hold |
11,871
| – | – | 0.15% | 43 |
|
|
2020
Q1 | $450K | Sell |
11,871
-450
| -4% | -$17.1K | 0.16% | 42 |
|
|
2019
Q4 | $488K | Sell |
12,321
-150
| -1% | -$5.94K | 0.11% | 43 |
|
|
2019
Q3 | $493K | Sell |
12,471
-1,116
| -8% | -$44.1K | 0.11% | 45 |
|
|
2019
Q2 | $500K | Hold |
13,587
| – | – | 0.1% | 44 |
|
|
2019
Q1 | $442K | Hold |
13,587
| – | – | 0.09% | 46 |
|
|
2018
Q4 | $422K | Hold |
13,587
| – | – | 0.09% | 46 |
|
|
2018
Q3 | $425K | Hold |
13,587
| – | – | 0.08% | 47 |
|
|
2018
Q2 | $388K | Hold |
13,587
| – | – | 0.08% | 46 |
|
|
2018
Q1 | $403K | Hold |
13,587
| – | – | 0.08% | 48 |
|
|
2017
Q4 | $447K | Hold |
13,587
| – | – | 0.08% | 49 |
|
|
2017
Q3 | $354K | Hold |
13,587
| – | – | 0.06% | 52 |
|
|
2017
Q2 | $343K | Sell |
13,587
-900
| -6% | -$22.7K | 0.06% | 51 |
|
|
2017
Q1 | $348K | Hold |
14,487
| – | – | 0.06% | 52 |
|
|
2016
Q4 | $334K | Buy |
14,487
+300
| +2% | +$6.92K | 0.06% | 54 |
|
|
2016
Q3 | $341K | Hold |
14,187
| – | – | 0.06% | 54 |
|
|
2016
Q2 | $345K | Hold |
14,187
| – | – | 0.06% | 52 |
|
|
2016
Q1 | $324K | Hold |
14,187
| – | – | 0.07% | 51 |
|
|
2015
Q4 | $290K | Hold |
14,187
| – | – | 0.06% | 54 |
|
|
2015
Q3 | $307K | Hold |
14,187
| – | – | 0.07% | 53 |
|
|
2015
Q2 | $335K | Hold |
14,187
| – | – | 0.06% | 54 |
|
|
2015
Q1 | $389K | Hold |
14,187
| – | – | 0.06% | 56 |
|
|
2014
Q4 | $406K | Sell |
14,187
-504
| -3% | -$14.4K | 0.06% | 60 |
|
|
2014
Q3 | $374K | Hold |
14,691
| – | – | 0.05% | 60 |
|
|
2014
Q2 | $368K | Hold |
14,691
| – | – | 0.04% | 61 |
|
|
2014
Q1 | $374K | Hold |
14,691
| – | – | 0.05% | 62 |
|
|
2013
Q4 | $385K | Hold |
14,691
| – | – | 0.05% | 62 |
|
|
2013
Q3 | $362K | Hold |
14,691
| – | – | 0.05% | 63 |
|
|
2013
Q2 | $365K | Buy |
+14,691
| New | +$365K | 0.05% | 65 |
|