FPTW
Franklin, Parlapiano, Turner & Welch’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Hold |
9,630
| – | – | 0.25% | 34 |
|
|
2025
Q1 | $845K | Hold |
9,630
| – | – | 0.23% | 34 |
|
|
2024
Q4 | $870K | Hold |
9,630
| – | – | 0.24% | 34 |
|
|
2024
Q3 | $778K | Hold |
9,630
| – | – | 0.2% | 36 |
|
|
2024
Q2 | $652K | Hold |
9,630
| – | – | 0.18% | 36 |
|
|
2024
Q1 | $579K | Buy |
9,630
+6,420
| +200% | +$386K | 0.16% | 37 |
|
|
2023
Q4 | $506K | Hold |
3,210
| – | – | 0.15% | 37 |
|
|
2023
Q3 | $513K | Sell |
3,210
-340
| -10% | -$54.4K | 0.16% | 37 |
|
|
2023
Q2 | $558K | Buy |
3,550
+1,319
| +59% | +$207K | 0.17% | 37 |
|
|
2023
Q1 | $329K | Hold |
2,231
| – | – | 0.1% | 41 |
|
|
2022
Q4 | $316K | Sell |
2,231
-680
| -23% | -$96.4K | 0.1% | 42 |
|
|
2022
Q3 | $378K | Hold |
2,911
| – | – | 0.13% | 39 |
|
|
2022
Q2 | $354K | Hold |
2,911
| – | – | 0.12% | 38 |
|
|
2022
Q1 | $434K | Sell |
2,911
-500
| -15% | -$74.5K | 0.13% | 38 |
|
|
2021
Q4 | $494K | Buy |
+3,411
| New | +$494K | 0.14% | 38 |
|
|
2016
Q2 | – | Sell |
-206
| Closed | -$14K | – | 131 |
|
|
2016
Q1 | $14K | Hold |
206
| – | – | 0.01% | 99 |
|
|
2015
Q4 | $13K | Hold |
206
| – | – | 0.01% | 101 |
|
|
2015
Q3 | $13K | Buy |
+206
| New | +$13K | 0.01% | 81 |
|
|
2015
Q2 | – | Sell |
-32,396
| Closed | -$2.67M | – | 45 |
|
|
2015
Q1 | $2.67M | Buy |
32,396
+674
| +2% | +$55.4K | 1.79% | 25 |
|
|
2014
Q4 | $2.72M | Buy |
31,722
+1,463
| +5% | +$126K | 1.82% | 24 |
|
|
2014
Q3 | $2.31M | Buy |
30,259
+1,640
| +6% | +$125K | 1.66% | 28 |
|
|
2014
Q2 | $2.15M | Buy |
28,619
+1,112
| +4% | +$83.5K | 1.54% | 28 |
|
|
2014
Q1 | $2.1M | Sell |
27,507
-443
| -2% | -$33.9K | 1.52% | 29 |
|
|
2013
Q4 | $2.2M | Buy |
27,950
+1,352
| +5% | +$106K | 1.52% | 25 |
|
|
2013
Q3 | $1.97M | Buy |
26,598
+2,444
| +10% | +$181K | 1.44% | 26 |
|
|
2013
Q2 | $1.8M | Buy |
+24,154
| New | +$1.8M | 1.53% | 22 |
|