Founders Financial Securities’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
27,742
-5,176
| -16% | -$506K | 0.21% | 103 |
|
|
2025
Q1 | $3.13M | Buy |
32,918
+1,729
| +6% | +$165K | 0.27% | 82 |
|
|
2024
Q4 | $2.82M | Buy |
31,189
+770
| +3% | +$69.6K | 0.25% | 77 |
|
|
2024
Q3 | $2.46M | Sell |
30,419
-2,839
| -9% | -$229K | 0.23% | 86 |
|
|
2024
Q2 | $2.25M | Buy |
33,258
+1,123
| +3% | +$76K | 0.21% | 97 |
|
|
2024
Q1 | $1.93M | Sell |
32,135
-1,738
| -5% | -$105K | 0.2% | 101 |
|
|
2023
Q4 | $1.78M | Sell |
33,873
-819
| -2% | -$43K | 0.2% | 99 |
|
|
2023
Q3 | $1.85M | Sell |
34,692
-99
| -0.3% | -$5.28K | 0.24% | 82 |
|
|
2023
Q2 | $1.82M | Sell |
34,791
-1,683
| -5% | -$88.2K | 0.24% | 82 |
|
|
2023
Q1 | $1.79M | Buy |
36,474
+1,812
| +5% | +$89.1K | 0.26% | 80 |
|
|
2022
Q4 | $1.64M | Buy |
34,662
+54
| +0.2% | +$2.55K | 0.26% | 84 |
|
|
2022
Q3 | $1.5M | Buy |
34,608
+7,866
| +29% | +$340K | 0.26% | 86 |
|
|
2022
Q2 | $1.08M | Sell |
26,742
-1,464
| -5% | -$59.3K | 0.21% | 93 |
|
|
2022
Q1 | $1.4M | Buy |
28,206
+393
| +1% | +$19.5K | 0.25% | 83 |
|
|
2021
Q4 | $1.34M | Buy |
27,813
+594
| +2% | +$28.6K | 0.24% | 85 |
|
|
2021
Q3 | $1.27M | Buy |
27,219
+1,113
| +4% | +$51.7K | 0.25% | 82 |
|
|
2021
Q2 | $1.23M | Buy |
26,106
+1,371
| +6% | +$64.4K | 0.24% | 89 |
|
|
2021
Q1 | $1.12M | Buy |
24,735
+1,392
| +6% | +$63K | 0.26% | 78 |
|
|
2020
Q4 | $1.12M | Buy |
23,343
+435
| +2% | +$20.9K | 0.27% | 67 |
|
|
2020
Q3 | $1.07M | Sell |
22,908
-2,850
| -11% | -$133K | 0.34% | 49 |
|
|
2020
Q2 | $1.04M | Buy |
25,758
+6,288
| +32% | +$253K | 0.34% | 57 |
|
|
2020
Q1 | $737K | Sell |
19,470
-6,408
| -25% | -$243K | 0.27% | 53 |
|
|
2019
Q4 | $1.03M | Sell |
25,878
-420
| -2% | -$16.6K | 0.35% | 53 |
|
|
2019
Q3 | $1.04M | Buy |
26,298
+2,133
| +9% | +$84.4K | 0.33% | 61 |
|
|
2019
Q2 | $890K | Sell |
24,165
-5,064
| -17% | -$187K | 0.29% | 55 |
|
|
2019
Q1 | $950K | Sell |
29,229
-42
| -0.1% | -$1.37K | 0.3% | 55 |
|
|
2018
Q4 | $909K | Sell |
29,271
-1,488
| -5% | -$46.2K | 0.33% | 49 |
|
|
2018
Q3 | $963K | Buy |
30,759
+54
| +0.2% | +$1.69K | 0.27% | 54 |
|
|
2018
Q2 | $877K | Sell |
30,705
-264
| -0.9% | -$7.54K | 0.27% | 56 |
|
|
2018
Q1 | $918K | Buy |
30,969
+408
| +1% | +$12.1K | 0.3% | 50 |
|
|
2017
Q4 | $1.01M | Buy |
30,561
+240
| +0.8% | +$7.9K | 0.33% | 46 |
|
|
2017
Q3 | $790K | Buy |
30,321
+1,338
| +5% | +$34.9K | 0.28% | 53 |
|
|
2017
Q2 | $731K | Sell |
28,983
-19,323
| -40% | -$487K | 0.28% | 56 |
|
|
2017
Q1 | $1.16M | Buy |
48,306
+17,070
| +55% | +$410K | 0.44% | 37 |
|
|
2016
Q4 | $720K | Sell |
31,236
-279
| -0.9% | -$6.43K | 0.3% | 40 |
|
|
2016
Q3 | $758K | Sell |
31,515
-115,992
| -79% | -$2.79M | 0.32% | 45 |
|
|
2016
Q2 | $3.59M | Sell |
147,507
-648
| -0.4% | -$15.8K | 1.65% | 21 |
|
|
2016
Q1 | $3.38M | Buy |
+148,155
| New | +$3.38M | 1.59% | 20 |
|