Foundations Investment 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
Q2 | $15.7M | Buy |
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|
2025
Q1 | $11.7M | Buy |
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|
2024
Q4 | $7.02M | Buy |
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|
2024
Q3 | $5.53M | Buy |
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|
2024
Q2 | $3.9M | Buy |
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|
2024
Q1 | $3.18M | Sell |
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|
2023
Q4 | $3.21M | Sell |
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|
2023
Q3 | $4.83M | Buy |
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|
2023
Q2 | $1.94M | Buy |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $2.25M | Sell |
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|
2021
Q4 | $4.68M | Sell |
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|
2021
Q3 | $6.46M | Buy |
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|
2021
Q2 | $616K | Buy |
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|
2021
Q1 | $505K | Buy |
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|
2020
Q4 | $314K | Sell |
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|
2020
Q3 | $302K | Sell |
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|
2020
Q2 | $261K | Buy |
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|
2020
Q1 | $202K | Buy |
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