Founders Financial Alliance’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
28,727
+1,057
| +4% | +$103K | 0.64% | 35 |
|
|
2025
Q1 | $2.43M | Buy |
27,670
+2,649
| +11% | +$233K | 0.59% | 37 |
|
|
2024
Q4 | $2.26M | Buy |
25,021
+8,596
| +52% | +$777K | 0.62% | 33 |
|
|
2024
Q3 | $1.33M | Buy |
16,425
+574
| +4% | +$46.4K | 0.37% | 60 |
|
|
2024
Q2 | $1.07M | Buy |
15,851
+1,279
| +9% | +$86.6K | 0.32% | 75 |
|
|
2024
Q1 | $877K | Sell |
14,572
-23
| -0.2% | -$1.38K | 0.26% | 87 |
|
|
2023
Q4 | $767K | Sell |
14,595
-1,278
| -8% | -$67.2K | 0.3% | 77 |
|
|
2023
Q3 | $846K | Sell |
15,873
-1,878
| -11% | -$100K | 0.37% | 63 |
|
|
2023
Q2 | $930K | Buy |
17,751
+4,221
| +31% | +$221K | 0.37% | 65 |
|
|
2023
Q1 | $664K | Sell |
13,530
-2,502
| -16% | -$123K | 0.33% | 72 |
|
|
2022
Q4 | $758K | Sell |
16,032
-2,784
| -15% | -$132K | 0.35% | 70 |
|
|
2022
Q3 | $813K | Sell |
18,816
-1,896
| -9% | -$81.9K | 0.41% | 63 |
|
|
2022
Q2 | $839K | Buy |
20,712
+1,881
| +10% | +$76.2K | 0.43% | 62 |
|
|
2022
Q1 | $935K | Buy |
18,831
+138
| +0.7% | +$6.85K | 0.42% | 59 |
|
|
2021
Q4 | $902K | Sell |
18,693
-846
| -4% | -$40.8K | 0.36% | 68 |
|
|
2021
Q3 | $909K | Buy |
19,539
+1,161
| +6% | +$54K | 0.43% | 59 |
|
|
2021
Q2 | $866K | Buy |
18,378
+663
| +4% | +$31.2K | 0.39% | 65 |
|
|
2021
Q1 | $823K | Buy |
17,715
+2,433
| +16% | +$113K | 0.41% | 60 |
|
|
2020
Q4 | $736K | Buy |
15,282
+867
| +6% | +$41.8K | 0.42% | 62 |
|
|
2020
Q3 | $686K | Buy |
+14,415
| New | +$686K | 0.41% | 50 |
|