Founders Capital Management (Connecticut)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $767K | Hold |
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|
2025
Q2 | $727K | Hold |
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|
2025
Q1 | $653K | Hold |
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|
2024
Q4 | $672K | Hold |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $508K | Hold |
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|
2024
Q1 | $451K | Buy |
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|
2023
Q4 | $391K | Hold |
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|
2023
Q3 | $397K | Hold |
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|
2023
Q2 | $390K | Hold |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $348K | Hold |
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|
2022
Q3 | $318K | Hold |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $366K | Hold |
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|
2021
Q4 | $355K | Sell |
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|
2021
Q3 | $348K | Hold |
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|
2021
Q2 | $352K | Buy |
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|
2021
Q1 | $333K | Hold |
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|
2020
Q4 | $354K | Hold |
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|
2020
Q3 | $343K | Hold |
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|
2020
Q2 | $294K | Hold |
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|
2020
Q1 | $279K | Hold |
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|
2019
Q4 | $292K | Hold |
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|
2019
Q3 | $290K | Hold |
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|
2019
Q2 | $271K | Hold |
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|
2019
Q1 | $239K | Hold |
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|
2018
Q4 | $229K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $237K | Hold |
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|
2017
Q1 | $1.44M | Sell |
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|
2016
Q4 | $1.41M | Sell |
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|
2016
Q3 | $1.56M | Sell |
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|
2016
Q2 | $1.63M | Buy |
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|
2016
Q1 | $1.51M | Buy |
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|
2015
Q4 | $1.32M | Buy |
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|
2015
Q3 | $861K | Buy |
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|
2015
Q2 | $845K | Hold |
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|
2015
Q1 | $984K | Sell |
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|
2014
Q4 | $1.04M | Buy |
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|
2014
Q3 | $877K | Buy |
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|
2014
Q2 | $824K | Buy |
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|
2014
Q1 | $726K | Hold |
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|
2013
Q4 | $748K | Buy |
|