FFWA
FRG Family Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
137,634
-660
| -0.5% | -$64.5K | 2.34% | 13 |
|
|
2025
Q1 | $12.1M | Sell |
138,294
-455
| -0.3% | -$39.9K | 2.35% | 12 |
|
|
2024
Q4 | $12.5M | Sell |
138,749
-2,020
| -1% | -$183K | 2.28% | 13 |
|
|
2024
Q3 | $11.4M | Sell |
140,769
-557
| -0.4% | -$45K | 2.03% | 13 |
|
|
2024
Q2 | $9.57M | Sell |
141,326
-155
| -0.1% | -$10.5K | 1.85% | 15 |
|
|
2024
Q1 | $8.4M | Buy |
141,481
+92,749
| +190% | +$5.5M | 1.65% | 15 |
|
|
2023
Q4 | $7.68M | Sell |
48,732
-730
| -1% | -$115K | 1.56% | 15 |
|
|
2023
Q3 | $7.91M | Sell |
49,462
-507
| -1% | -$81.1K | 1.79% | 15 |
|
|
2023
Q2 | $7.85M | Buy |
49,969
+136
| +0.3% | +$21.4K | 1.72% | 15 |
|
|
2023
Q1 | $7.35M | Sell |
49,833
-250
| -0.5% | -$36.9K | 1.68% | 16 |
|
|
2022
Q4 | $7.1M | Sell |
50,083
-3,470
| -6% | -$492K | 1.69% | 17 |
|
|
2022
Q3 | $6.95M | Hold |
53,553
| – | – | 1.72% | 16 |
|
|
2022
Q2 | $6.51M | Sell |
53,553
-375
| -0.7% | -$45.6K | 1.5% | 18 |
|
|
2022
Q1 | $8.03M | Buy |
53,928
+150
| +0.3% | +$22.3K | 1.56% | 17 |
|
|
2021
Q4 | $7.78M | Buy |
53,778
+1,575
| +3% | +$228K | 1.45% | 18 |
|
|
2021
Q3 | $7.28M | Buy |
52,203
+510
| +1% | +$71.1K | 1.43% | 17 |
|
|
2021
Q2 | $7.29M | Buy |
51,693
+215
| +0.4% | +$30.3K | 1.38% | 18 |
|
|
2021
Q1 | $6.99M | Sell |
51,478
-260
| -0.5% | -$35.3K | 1.42% | 19 |
|
|
2020
Q4 | $7.46M | Buy |
51,738
+450
| +0.9% | +$64.9K | 1.62% | 17 |
|
|
2020
Q3 | $7.18M | Buy |
51,288
+570
| +1% | +$79.8K | 1.74% | 13 |
|
|
2020
Q2 | $6.08M | Buy |
50,718
+730
| +1% | +$87.4K | 1.6% | 17 |
|
|
2020
Q1 | $5.68M | Sell |
49,988
-274
| -0.5% | -$31.1K | 1.72% | 13 |
|
|
2019
Q4 | $5.97M | Sell |
50,262
-981
| -2% | -$117K | 1.45% | 20 |
|
|
2019
Q3 | $6.08M | Sell |
51,243
-92
| -0.2% | -$10.9K | 1.57% | 13 |
|
|
2019
Q2 | $5.67M | Buy |
51,335
+530
| +1% | +$58.6K | 1.49% | 13 |
|
|
2019
Q1 | $4.96M | Buy |
50,805
+7,180
| +16% | +$700K | 1.4% | 17 |
|
|
2018
Q4 | $4.06M | Buy |
43,625
+7,015
| +19% | +$654K | 1.33% | 22 |
|
|
2018
Q3 | $3.44M | Buy |
36,610
+3,450
| +10% | +$324K | 0.94% | 31 |
|
|
2018
Q2 | $2.84M | Buy |
33,160
+350
| +1% | +$30K | 0.85% | 39 |
|
|
2018
Q1 | $2.92M | Buy |
32,810
+10
| +0% | +$890 | 0.97% | 33 |
|
|
2017
Q4 | $3.24M | Sell |
32,800
-55
| -0.2% | -$5.43K | 1.05% | 28 |
|
|
2017
Q3 | $2.57M | Buy |
32,855
+2,076
| +7% | +$162K | 0.89% | 40 |
|
|
2017
Q2 | $2.33M | Buy |
30,779
+322
| +1% | +$24.4K | 0.86% | 42 |
|
|
2017
Q1 | $2.18M | Buy |
30,457
+441
| +1% | +$31.6K | 0.85% | 43 |
|
|
2016
Q4 | $2.08M | Sell |
30,016
-1,240
| -4% | -$85.7K | 0.87% | 41 |
|
|
2016
Q3 | $2.25M | Buy |
31,256
+71
| +0.2% | +$5.12K | 1.02% | 34 |
|
|
2016
Q2 | $2.28M | Buy |
31,185
+3
| +0% | +$219 | 1.03% | 33 |
|
|
2016
Q1 | $2.15M | Sell |
31,182
-2,034
| -6% | -$140K | 1.04% | 30 |
|
|
2015
Q4 | $2.04M | Buy |
+33,216
| New | +$2.04M | 0.99% | 35 |
|