FCMC
Founders Capital Management (Connecticut)’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Hold |
7,440
| – | – | 0.12% | 50 |
|
|
2025
Q1 | $653K | Hold |
7,440
| – | – | 0.12% | 52 |
|
|
2024
Q4 | $672K | Hold |
7,440
| – | – | 0.12% | 50 |
|
|
2024
Q3 | $601K | Sell |
7,440
-60
| -0.8% | -$4.85K | 0.1% | 53 |
|
|
2024
Q2 | $508K | Hold |
7,500
| – | – | 0.09% | 56 |
|
|
2024
Q1 | $451K | Buy |
7,500
+5,020
| +202% | +$302K | 0.08% | 63 |
|
|
2023
Q4 | $391K | Hold |
2,480
| – | – | 0.08% | 63 |
|
|
2023
Q3 | $397K | Hold |
2,480
| – | – | 0.09% | 57 |
|
|
2023
Q2 | $390K | Hold |
2,480
| – | – | 0.09% | 58 |
|
|
2023
Q1 | $366K | Buy |
2,480
+25
| +1% | +$3.69K | 0.09% | 57 |
|
|
2022
Q4 | $348K | Hold |
2,455
| – | – | 0.09% | 61 |
|
|
2022
Q3 | $318K | Hold |
2,455
| – | – | 0.09% | 59 |
|
|
2022
Q2 | $298K | Hold |
2,455
| – | – | 0.08% | 60 |
|
|
2022
Q1 | $366K | Hold |
2,455
| – | – | 0.08% | 59 |
|
|
2021
Q4 | $355K | Sell |
2,455
-42
| -2% | -$6.07K | 0.08% | 56 |
|
|
2021
Q3 | $348K | Hold |
2,497
| – | – | 0.09% | 54 |
|
|
2021
Q2 | $352K | Buy |
2,497
+42
| +2% | +$5.92K | 0.08% | 59 |
|
|
2021
Q1 | $333K | Hold |
2,455
| – | – | 0.08% | 63 |
|
|
2020
Q4 | $354K | Hold |
2,455
| – | – | 0.1% | 57 |
|
|
2020
Q3 | $343K | Hold |
2,455
| – | – | 0.11% | 53 |
|
|
2020
Q2 | $294K | Hold |
2,455
| – | – | 0.1% | 56 |
|
|
2020
Q1 | $279K | Hold |
2,455
| – | – | 0.11% | 51 |
|
|
2019
Q4 | $292K | Hold |
2,455
| – | – | 0.1% | 51 |
|
|
2019
Q3 | $290K | Hold |
2,455
| – | – | 0.1% | 51 |
|
|
2019
Q2 | $271K | Hold |
2,455
| – | – | 0.1% | 53 |
|
|
2019
Q1 | $239K | Hold |
2,455
| – | – | 0.09% | 53 |
|
|
2018
Q4 | $229K | Buy |
+2,455
| New | +$229K | 0.1% | 47 |
|
|
2017
Q3 | – | Sell |
-20,034
| Closed | -$237K | – | 56 |
|
|
2017
Q2 | $237K | Hold |
20,034
| – | – | 0.12% | 50 |
|
|
2017
Q1 | $1.44M | Sell |
20,034
-338
| -2% | -$24.4K | 0.74% | 30 |
|
|
2016
Q4 | $1.41M | Sell |
20,372
-1,300
| -6% | -$89.8K | 0.76% | 29 |
|
|
2016
Q3 | $1.56M | Sell |
21,672
-610
| -3% | -$44K | 0.87% | 29 |
|
|
2016
Q2 | $1.63M | Buy |
22,282
+300
| +1% | +$21.9K | 0.92% | 30 |
|
|
2016
Q1 | $1.51M | Buy |
21,982
+360
| +2% | +$24.7K | 0.88% | 31 |
|
|
2015
Q4 | $1.33M | Buy |
21,622
+8,345
| +63% | +$511K | 0.8% | 31 |
|
|
2015
Q3 | $861K | Buy |
13,277
+1,312
| +11% | +$85.1K | 0.56% | 32 |
|
|
2015
Q2 | $845K | Hold |
11,965
| – | – | 0.51% | 32 |
|
|
2015
Q1 | $984K | Sell |
11,965
-120
| -1% | -$9.87K | 0.59% | 31 |
|
|
2014
Q4 | $1.04M | Buy |
12,085
+610
| +5% | +$52.4K | 0.63% | 33 |
|
|
2014
Q3 | $877K | Buy |
11,475
+494
| +4% | +$37.8K | 0.56% | 37 |
|
|
2014
Q2 | $824K | Buy |
10,981
+1,478
| +16% | +$111K | 0.55% | 37 |
|
|
2014
Q1 | $726K | Hold |
9,503
| – | – | 0.58% | 34 |
|
|
2013
Q4 | $748K | Buy |
+9,503
| New | +$748K | 0.63% | 33 |
|